ZECHARIAH S.

In this episode of Advisors Unscripted, 24-year-old advisor Zechariah S. talks about working with his Gen Z cohorts, who care more about experiences than things and want the way they use their money to align with their values. He says that sound financial principles and math still apply to younger clients, but must fit their current needs. Buying a house, for example, may not be a good investment for someone who isn’t ready to live in one place for an extended time. Zechariah also shares how experiencing his parents’ getting divorced when he was young changed the way he looks at wealth. 

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September 25, 2023

In this episode of Advisors Unscripted, 24-year-old advisor Zechariah S. talks about working with his Gen Z cohorts, who care more about experiences than things and want the way they use their money to align with their values. He says that sound financial principles and math still apply to younger clients, but must fit their current needs. Buying a house, for example, may not be a good investment for someone who isn’t ready to live in one place for an extended time. Zechariah also shares how experiencing his parents’ getting divorced when he was young changed the way he looks at wealth.

September 18, 2023

In this episode of Advisors Unscripted, Amie M. talks about how she and her husband manage the challenges of running their business together, including deciding when it’s not okay to talk about work! Focusing on relationships first, instead of money, has served them both personally and professionally. She also recalls the time a woman who was not contracted with them showed up thinking that she was, and what transpired during that awkward appointment. Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.

September 11, 2023

In this episode of Advisors Unscripted, Anthony G. discusses how he commits to making his clients the most important part of his life after his family (and his new puppy!). He also talks about the relationship of delegating duties to achieving success, as well as what it’s like to live next door to Salem, Mass., at  Halloween. Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.

September 25, 2023

In this episode of Advisors Unscripted, 24-year-old advisor Zechariah S. talks about working with his Gen Z cohorts, who care more about experiences than things and want the way they use their money to align with their values. He says that sound financial principles and math still apply to younger clients, but must fit their current needs. Buying a house, for example, may not be a good investment for someone who isn’t ready to live in one place for an extended time. Zechariah also shares how experiencing his parents’ getting divorced when he was young changed the way he looks at wealth.

September 18, 2023

In this episode of Advisors Unscripted, Amie M. talks about how she and her husband manage the challenges of running their business together, including deciding when it’s not okay to talk about work! Focusing on relationships first, instead of money, has served them both personally and professionally. She also recalls the time a woman who was not contracted with them showed up thinking that she was, and what transpired during that awkward appointment.

September 11, 2023

In this episode of Advisors Unscripted, Anthony G. discusses how he commits to making his clients the most important part of his life after his family (and his new puppy!). He also talks about the relationship of delegating duties to achieving success, as well as what it’s like to live next door to Salem, Mass., at  Halloween.

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