About this episode
In this episode we’re joined by Chris Serrano, Performance Manager at Exos and James Boyd, Wealth Management Advisor at Van Buren Financial Group. One is an expert in fitness, the other is an expert in finance, but each day they tackle the same challenge—helping clients achieve their goals.
Chris and James sit down with FS Investments Director of Client Value Add Programs Ginevra Czech to share insights on goals and goal setting. They discuss the necessity of “starting with why,” the best ways to stay motivated and the awesome power of celebrating wins.
Learn more at www.fsthrive.com.
Transcript excerpt
James Boyd (00:00):
I think people would be surprised, the amount of clients that have no idea what their actual financial goals are. So, every time we meet with a client, initially, we do a discovery process where we’re learning their lifestyles – what makes them tick, what are their habits? Some important open-ended questions might be, if money was limitless, what would you be doing right now? What could you change about your life today that would make it more enjoyable?
Ginevra Czech (00:28):
Hey everyone, this is Ginevra, your host of the FS Thrive podcast over at FS Investments. Really excited to be here today. We are talking about goal setting. And so when we think about goal setting, I thought, where do people typically try and set goals? So, I actually looked up a couple of statistics and about seven out of 10 people set goals at the beginning of the year. And the number one and two goals that people set are actually going to be fitness and financial goals. So, I’ve brought in some experts in the space of both fitness and finance. I’ve got James Boyd, he is a wealth management advisor over at Van Buren Financial, based out of Wilmington, Delaware, and has been in the industry for over 10 years. And we’ve got Chris Serrano, who is a performance manager over at Exos and actually works here onsite at our corporate gym, helping to manage all of our coaches, provide our general wellness, and programming. And so really excited to have you guys here today. I’d love in your own words, if you could just explain what you do on a day-to-day basis. So James, we can start with you.
James Boyd (01:43):
So as Ginevra alluded to, I’m a wealth management advisor at Van Buren Financial. We’re under the umbrella of Avantax, which is a broker-dealer that really focuses on tax smart investing. So usually, our business has some sort of CPA involved because we do personal and business taxes along with financial planning, investment management. I’m not a CPA, so my job is helping clients work towards their financial goals and invest their capital in the most tax-efficient way that we see possible.
Ginevra Czech (02:16):
Awesome. And Chris, what do you do?
Chris Serrano (02:19):
So, I am the fitness manager for the FS fitness center downstairs. I oversee all the wellness programming that we have here. I oversee all the fitness classes that we do, all the education pieces that we do for FS, and I oversee our staff that we have here. So, I have a staff of three coaches including me as well as I work with the kitchen staff that we have. They’re all my staff as well.
