Aug 20, 2018
During this installment of The Confident Advisor Practice from the Horizon Advisor Network, hosts Bill Bush and Chris Sullivan interview Jesse Hurst, President of Impel Wealth Management. They discuss his history in financial management, and how Impel has grown and collaborates with partners like Horizon Financial Group.
Time Stamped Show Notes:
3 Key Points:
Tweetable Quotes:
- “We’re (Impel Wealth Management) somewhere between 160-170 key client families that we work with.” – Jesse Hurst.
- “We have about six different investment strategists and research groups that we work with, and they have been specifically chosen for content and kind of worldview outlook.” – Jesse Hurst.
- “If you were a solo adviser and you didn’t have the access to resources of the group that we have here within Impel with our collaboration with Horizon, I’m not sure it would be the highest and best use of your time.” – Jesse Hurst.
Resources Mentioned: