May 28, 2020
After years of radio, the Cornerstone Vegas team is joining the podcasting world. Before we get rolling on financial planning conversations, we want to introduce everyone to our business, our history, and our goals for the show.
Show Notes, Contact & Resources:
0:42 – COVID has been a challenging from a work standpoint as we shift to virtual.
1:36 – How the company started in 2009.
3:25 – The relationship we’ve created with clients is personal.
4:42 – Why did we go into this profession?
6:44 – Our goal is transformation rather than transaction.
7:48 – How much the business has changed over 11 years.
8:37 – Why we’re doing the podcast.
9:54 – Why we created the Cornerstone Retirement Blueprint and what it is.
11:56 – What we love about living in Vegas.
15:00 – There’s a huge retirement community here in Vegas.
16:48 – What we want listeners to get out of the show.
18:27 – Here’s how you can connect with us.