Richard Walsh and Priscila Cosentino delve into the complexities of financial skepticism and the importance of customer service. Priscila shares her journey through financial losses, the value of mentorship, and aligning business goals with money types. They emphasize building trust and emotional intelligence as key elements in financial education and investment strategies. The conversation explores the balance between human connection and AI, highlighting the necessity of personal interaction for sales success. Priscila discusses the role of trust and referrals in business growth, as well as her approach to wealth advisory and financial planning. The episode concludes with insights on achieving financial freedom and defining wealth beyond monetary terms.

Disclosure Statement
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Pri Cosentino are independent of each other. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Content is provided for informational purposes only and is not a solicitation to buy or sell any products mentioned.
Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.
Priscila Cosentino are not affiliated with or endorsed by the Social Security Administration or any other government agency.

The opinions expressed by Richard Walsh and guests on this program are their own and do not reflect the opinions of this station. All statements and opinions expressed are based on information considered reliable but should not be relied upon as such. Statements or opinions are subject to change without notice. Investments involve risk and, unless otherwise stated, are not guaranteed. Past performance cannot be used as an indicator of future results.

Any strategies mentioned may not be suitable for everyone. Information expressed does not consider your specific situation or objectives and is not intended as personalized recommendations. Before acting on any information, please consult a qualified tax or investment advisor.

Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Priscila Cosentino are independent of each other.

(0:00) Introduction to financial skepticism and customer service
(0:41) Sponsor: Sharpen the Spear Coaching
(1:08) Introduction of guest Priscila Cosentino
(1:35) Priscilla’s backstory, financial losses, and learning
(4:32) Understanding business and finding mentors
(7:36) Money types, goals, and business alignment
(9:48) Building trust and emotional intelligence
(13:20) Financial education and investment options
(16:44) Continuous learning and adapting in business
(21:09) Human connection vs. AI limitations
(26:30) Necessity of personal interaction for sales
(32:02) Trust and referrals in business growth
(34:43) Priscila’s wealth advisory and financial planning
(39:02) Managing profits and achieving financial freedom
(47:17) Defining wealth beyond money and connecting with Priscila
(48:33) First steps, closing takeaways, and sponsor message