Growth Through Financial Balance: Insights from Gali Horev of HNFinancial Group on Critical Mass Radio Show
Ric Franzi
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With the increase of uncertainty and volatility in the financial markets, it is getting harder for people to find true assets and a clear financial path. The team at HNFinancial Group helps people bring true asset class diversification with their diverse tactics. Financial advisor Gali Horev joined us to discuss the philosophy behind how his clients can grow while maintaining financial balance. Here are three takeaways from our time with Gali Horev on Critical Mass Radio Show:
1. Look at your finances holistically. Understanding your finances extends far beyond your portfolio alone, and should be looked at from many angles, such as income needs, social security and how investments will impact your taxable situation. It is also important to consider legacy planning and your estate, and how your net worth could impact your family/heirs in terms of taxes.
2. Education should be ongoing. Regardless of your industry, it is essential to continue your education so you can stay at forefront of your field, keep up with trends, and stay relevant and informed to best serve your clients. While on Critical Mass Radio Show, Gali Horev discussed that some ways he keeps himself informed as he works on his business include daily research, reading periodicals and best sellers, etc. There is an endless amount of information at your fingertips, and the more knowledgeable you become, the better equipped you will be to answer your clients’ question, share your perspective, and give informed opinions.
3. Always act on your client’s best behalf. Gali Horev shared on the radio show that his team believes in providing the highest level of personal service to their clients. Ensure that you think beyond the service you are providing your client today, and work towards lasting long-term relationships with your clients moving forward as well.
Listen to our full interview with Gali Horev here: