Business Planning Podcast (Clip 1 of 8) – Meet Adam D’Acierno Business Planning Professional from Strategic Cpaital in Austin, Texas
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Business Planning Podcast – With Strategic Capital
Adam D’Acierno introduces himself and talks briefly about the overview of business planning services offered in Austin and beyond. Learn how to work with Strategic Capital – Registered Investment Adviser in Austin, Texas.
Adam D'Acierno
Founding Partner - Financial Advisor
I specialize in helping businesses and business owners identify their needs, define success, and implement strategies to accomplish those goals.
Bobby Russell
Founding Partner - Financial Advisor
My comprehensive process embraces investments and insurance as an asset so that your whole financial life is magnified.
Chris Hernandez
Founding Partner - Financial Advisor
I believe this combination of independence and teamwork is the best way to serve clients. It lets me provide you with the highest quality financial planning services, built for life long relationships with you.
Holistic Wealth Management
We are a Fiduciary – your financial well-being is our focal point. We integrate with your needs, and plan holistically so you get risk management built into realistic portfolio management and other important features that can enhance peace of mind and potential. You get more choice, better focus, stronger customer service and access to world class institutional-level resources with Strategic Capital
AI in Investing & Innovative Resources
Waterloo offers significant opportunity through innovative products and platforms that allow our clients better understanding of trends, better options for investing, and insights on a full-portfolio level. In addition to this exclusive offering we also have resources that some financial advisories don’t have access to. Call us and let’s see what’s possible.
Business Planning, Insurance, and access to Capital
Our practice was built for you. Traditional service offerings in the financial services sector leave a lot to be desired. We wanted to give our clients the best potential for growth in all ways, always. Our approach takes a new look at not just the usual suspects in financial planning, but also brings other resources to bear as well.
Meet our Team of Professional Registered Investment Advisor Representatives
This Team makes it possible to do what we do – Right here in Austin
Our partnership with Waterloo and our incredible team at our Registered Investment Advisory Firm in Austin allows you to continue what you do best and leverage our talents, our time and our resources to help grow, protect, and transfer wealth, no matter where you are in your investing journey. We have access to tooling and resources that opens up options and improves risk management, without giving up potential for growth or stopping you from doing the things you love to do. We should Talk!
Find the right fit with our Registered Investment Advisors today
We’d love to work with you on your planning for the future, because what’s possible shouldn’t be feared due to the unexpected – get a real plan in place and work with the right Registered Investment Advisor in Austin.
Below is a transcribed version of the podcast – it may contain errors, and may not be an exact replication of the audio of the above clip. Regardless of any inaccuracies between the audio and written variant of this episode/audio/video track, all discussion is for general informational purposes and entertainment only. None of this content should be misconstrued as investment, legal, financial or tax advice. We apologize for any inaccuracies in the written content. You may contact us to notify us of anything you believe to be inaccurate.
Episode 2 Podcast/audio/video Clip
Working with Strategic Capital on Business Planning Strategies
Meet Adam D’Acierno – Business Planning Strategic Capital
Adam D’Acierno talks about the overview of products and services Strategic Capital offers from a benefits and Business Planning perspective – Introduction
Moderator: All right, we’re here again with the Strategic Capital guys out of Austin Texas we’re joined today by Adam D’Acierno, Bobby Russell, and Chris Hernandez, and we’re going to talk a little bit about business planning today as we look through the suite of options and services that these guys offer in the Greater Austin area and beyond and today I want to start with Adam here and we’ll talk a little bit about… why don’t you go ahead and give us an intro to yourself & talk a little bit about the general things you see as you’re working with clients on an initial meeting basis.
Adam D’Acierno (Business Planning – Strategic Capital): Yeah, thanks Ben. So, typically what I specialize and focus in on is business planning for business owners, entrepreneurs, large companies and what that entails is from a broad perspective helping them identify efficiencies with anything that it is inside of their organization that they are spending money on whether that is something as it directly relates to finance and retirement, or whether that is in relation to some other type of business aspect that an owner would need to be thinking of in order to make their business more efficient or insulate them from any liabilities. That’s really what we look to identify with the business owners or any individuals that I meet with – and then ultimately what we’re doing is we’re putting into place these tools that their business can sponsor for the benefit of themselves to utilize personally. So, that’s how we tie all of our planning together from a holistic approach the business side and the personal side the tools we’re able to implement for the businesses on the business side we’re able to then put into the personal plans for the individuals when we’re doing the individual type planning so in a nutshell, very broadly, that is what I help with