“It’s worth taking the time” said “Money Whisperer” Joe McLean onstage at Inman Connect New York, in a panel titled “Why Trust is the Key to Financial Success.” The panel concluded that your primary goal should always be to build trust with clients. Continue reading
“It’s worth taking the time” said “Money Whisperer” Joe McLean onstage at Inman Connect New York, in a panel titled “Why Trust is the Key to Financial Success.” The panel concluded that your primary goal should always be to build trust with clients. Continue reading
During Luxury Connect, financial advisor Joe McLean shared how he became the go-to money manager for super-rich NBA players, why it’s so important for him to be the “no” guy and what agents can learn from his strategies. Continue reading
Joe McLean is a managing partner at San Ramon, California-based Intersect Capital, a family planning and investment office for high-net-worth individuals. Continue reading