Serving Clients Through Life’s Journey

The Active Advisor Podcast (Episode 35)

On this episode of The Active Advisor podcast, host Bryan Moore chats with Brian J. Probst, CFP®, CRPC®, Vice President of Wealth Management at Raymond James.

Join them as they discuss:

• Brian’s career change from the packaging industry to financial planning
• Retirement planning for future flexibility
• Early retirees and the concept of “ifcome”
• Using technology to improve the client experience
• Ensuring clients are well-informed and confident in their financial decisions
• Meeting clients where they’re at and finding beauty in simplicity

At Raymond James, Brian works with a wide range of clients throughout the United States who have accumulated wealth in corporate, family business, and individual assets. Brian has in-depth knowledge of a variety of important issues and strategies surrounding retirement planning, such as retirement income, employer-sponsored retirement plans and retirement cash flow.

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