Salty Advisor Podcast on YouTube
Salty Advisor will be posted to YouTube moving forward. features episodes and clips from his video podcasts which are available everywhere podcasts are played.
The Salty AdvisorPlaylist includes Financial Coaching tips, tools, ideas, and Financial Planning Resources for Financial Advisors.
The SALTY Advisor Playlist includes Tips, Tools, Ideas, and Financial Planning Resources to help Financial Advisors create a compelling plan for their clients.
The SALTY Advisor Playlist is a part of Jim Munchbach’s YouTube channel which features episodes and clips from the SALTY Advisor VIDEO Podcast . Jim will continue to add content to The SALTY Advisor Playlist to help organize videos for user convenience.
— SALTY Advisors: Online Trust Training for Financial Advisors
ABOUT JIM MUNCHBACH Jim Munchbach is a Certified Financial Planner™, CPCU®, CLU®, ChFC®, speaker, author, and Professor of Personal Finance at the Bauer College of Business at University of Houston. Jim is CEO and founder of BayRock Financial, a Texas-Based RIA providing financial planning and investment management.
JIM’S BOOKS INCLUDE: — Make Your Money Count, connecting your resources to What Matters Most — What Matters Most, building a purpose-centered alliance with your clients to fulfill their dreams, and yours too. — Allied for Success, Create a synergy of financial planning specialists to fulfill our clients’ dreams.
THE BLUEPRINT FOR FINANCIAL SUCCESS™ In each book, Jim uses the metaphor of a Blueprint to illustrate the principles and process of holistic life planning.
Jim created The Blueprint for Financial Success™ to help individual investors, families, and business owners manage the risk and opportunity of everyday life, recover from the unexpected, and realize their highest purpose.
The SALTY Advisor Podcast features The Blueprint for Financial Success™ as a tool to help young Financial Advisors master the skills needed to take their business to the next level and beyond.
CONNECT WITH JIM MUNCHBACH
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BAYROCK LEGAL DISCLAIMER
BayRock Financial is a registered investment adviser. Information presented on The SALTY Advisor Playlist is for educational purposes only and is in no way an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.
All investments involve risk and, unless otherwise stated, are not guaranteed. Always be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here or anywhere. Past performance is no indication of future performance.
Content on The SALTY Advisor Playlist may discuss and display charts, graphs, or images which are not intended to be used by themselves to determine which securities to buy or sell, or when to buy or sell them. Such charts and graphs offer limited information and should never be used on their own to make investment decisions.
