Advice You Can Trust
by James Nichols
July 29, 2021 12:00 am
Welcome to Advice You Can Trust, where we explore an array of topics surrounding wealth management and the lessons that can be learned from super rich individuals, families, and businesses as a whole. Listen as James Nichols, Wealth Manager at Cumberland River Group, taps into years of experience in working with clients to provide highly customized advice, investment solutions, and financial planning services. Dedicated to his clients, James prides himself on the relationships he has nurtured over the years. Each episode we’ll dive into new financial topics and provide enlightening conversations full of advice you can ultimately trust and apply to your own best practices. Thanks for joining us. Now, let’s move forward together.
Recent Episodes
Advice You Can Trust - Episode 8 ( Should You Be An Executor?)
3 years agoAdvice You Can Trust - Episode 7 (Five Mistakes of Successful Family Businesses)
3 years agoAdvice You Can Trust - Episode 6 (Preparing Heirs for Their Inheritance)
4 years agoAdvice You Can Trust - Episode 5 (A Family Constitution)
4 years agoAdvice You Can Trust - Episode 4 (A Super Rich Best Practice That Can Benefit You, Too!)
4 years agoAdvice You Can Trust - Episode 3 (What Makes a Good Wealth Manager Great)
4 years agoAdvice You Can Trust - Episode 2 (The Five Big Mistakes Affluent Homeowners Make)
4 years agoAdvice You Can Trust - Episode 1 (Stress Testing)
4 years ago