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“Action is the foundational key to all success.” -Pablo Picasso

The evolution of finance is calling for financial caregivers. When we guide clients on matters of the heart and truly become purveyors of advice, we find lasting fulfillment and the true measure of life for those we serve and for ourselves.

The evolution of finance is calling for financial caregivers. When we guide clients on matters of the heart and truly become purveyors of advice, we find lasting fulfillment and the true measure of life for those we serve and for ourselves.

Independent Financial Business Not Succeeding? This Might Be Why

So you’ve done it! You’ve left your big firm and started your own advice-based independent financial advising business. Congratulations! But wait, that’s just the very start. I’ve seen too many advisors think that as soon as they ‘hang their shingle’, the business...

How to Handle Defensive Clients as a Financial Advisor

As advice-based financial advisors, we deal with a number of different personality types in our clients. Some are easy to get along with and take advice well and some…don’t. I’ve found that many of my clients who I’ve developed very close relationships with had their...

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Guest Appearance Podcast

In this podcast, Jeff Garrett from The Coach Jeff Garrett Show interviews Patrick Tucker. Patrick is the Founder and CEO of True Measure Wealth Management as well as True Measure Financial Advisors.

They begin with how he transitioned from the corporate world to the world of entrepreneurship, discussing many things in this episode, from his business philosophy to his courses, to fitness, books, and how he got involved in grass-fed beef.

From Corporate Life to Entrepreneurship with Patrick Tucker

by Jeff Garrett | The Coach Jeff Garrett Show

 

Guest Appearance Podcast

In this podcast, Jeff Garrett from The Coach Jeff Garrett Show interviews Patrick Tucker. Patrick is the Founder and CEO of True Measure Wealth Management as well as True Measure Financial Advisors.

They begin with how he transitioned from the corporate world to the world of entrepreneurship, discussing many things in this episode, from his business philosophy to his courses, to fitness, books, and how he got involved in grass-fed beef.

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