Episode 63 – The Next-Gen Team at Hightower Great Lakes – With Justin McCurdy

By thewealthstreampodcast | May 5, 2021

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We want to be able to serve our clients not just now, but for countless generations that follow.

That’s why we focus on preparing a technology-embracing, communication-focused, next-gen team at Hightower Great Lakes.

In this episode, Tim Scannell is joined by Justin McCurdy, associate wealth advisor at Hightower Great Lakes. Justin is a critical part of the next-gen team, and today, he discusses his current role at the company, his continuing education as a financial advisor and his long-term vision and goals.

You will learn:

How Justin’s active involvement during high school and college helped him build business and leadership skills
Ways in which Hightower Great Lakes leverages technology to provide remote services in a secure manner
Why you should always invest in continuing education
The importance of understanding the emotional aspect of financial planning
Justin’s advice to those who’re getting out of school and starting a new career
And more!

Play now and get to know Justin, an integral part of the next-gen team, on a personal and professional level!