CBS Spotlight
Our podcast is tailored to those in the RIA space. More knowledge equals less fear or the unknown, so we are here to kick open the toolbox, play with the tools, and have a honest/blunt conversations about the insurance toolbox accessable to you and your clients.
CBS Spotlight
Aaron Anderson - Fit Asset Management
In this episode of CBS Spotlight, hosts Eric Alvarado and Ted Hikes speak with Aaron Anderson, president of FIT Asset Management, about the integration of insurance and investment strategies in wealth management. They explore Aaron's journey into the finance industry, the philosophy behind FIT, the importance of effective communication and listening to clients, and the firm's impressive growth in assets under management. Aaron emphasizes the significance of understanding clients' holistic financial situations, addressing emotional aspects of wealth management, and removing conflicts of interest in advisory roles.
