Fred Cook MBA, Wealth Advisor and Partner w/CAVU Financial LLC, Interviewed on the Influential Entrepreneurs Podcast Discussing Choosing a Financial Coach

Fred Cook discusses the importance of choosing a Financial Coach.

Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-fred-cook-partner-wealth-advisor-with-cavu-financial-discussing-choosing-a-financial-coach/  

Fred Cook emphasizes that the most important aspect of a financial coach’s role is providing ongoing support and holding clients accountable for their financial plans. This ensures that clients remain committed to their goals and continue making progress, even in the face of obstacles, life changes, and fluctuations in their financial resources.

The ongoing support provided by a financial coach is crucial as it ensures clients stay committed to their financial plan and continue making progress toward their goals. Acting as a guide and mentor, the coach offers guidance and advice as needed, helping clients navigate obstacles and setbacks while providing motivation and encouragement to stay focused.

Additionally, a financial coach holds clients accountable to their financial plan by ensuring they follow through with the actions and strategies outlined. They monitor progress, track financial habits and behaviors, and provide feedback and guidance when necessary. By holding clients accountable, the coach helps them develop better money habits and change any negative beliefs they may have about money.

Overall, the ongoing support and accountability provided by a financial coach are essential for clients’ financial success. The coach helps them stay on track, make informed financial decisions, and overcome any challenges that may arise.

Fred explained: “A good coach needs to wrap their arms around a client’s goals and objectives, both now and in the future. You might want to know how long have they been in the business, providing financial planning and coaching. In my opinion, it takes at least 10 years to really master anything. And if they’ve been in the business longer than that, you would be dealing with someone that has been through a lot with their clients, sort of a been there, done that mentality.”

About Fred Cook

In the Financial Services Business for almost 40 years, Fred has spent his career in Banking, Insurance, Investments, Financial Planning, and Wealth Management. While most institutions look at these disciplines as competing, Fred has a deep understanding they all need to work together in his client’s financial lives.

To have the independence needed, and the resources clients demand, he has aligned himself with CAVU Financial. What brought him to the team is their mission. Managing Partner, Blake Rawson, states the mission consists of “partnering with clients to create and deliver the best, objective, independent recommendations for their financial success”. This allows Fred to focus his talents and experience on providing holistic advice, within a “concierge-sized” practice.

Throughout his career, Fred has developed a style that puts the client first. He listens to their concerns, goals, and hopes, as he attempts to understand where they are today and where they want to be tomorrow. This empathetic approach has allowed him to develop deep bonds with his clients and their families. Advice is then driven by a planning and service model that identifies issues, aligns recommendations, and delivers strategies tailored to each of his clients. Fred strives to be the first person clients call when life changes happen.

In addition to his experience, Fred has a Bachelor of Science in Business Administration, Finance, and an MBA, both from the University of Akron.

Over the years, Fred has taught University level courses at the University of Akron, was a speaker at many local organizations and radio on the topics of investments, the economy, and planning, and was the featured speaker at a large financial services firm on the topic of financial planning for individuals.

Because of his loyal clients, Fred’s practice has grown over the years due to their enthusiastic introductions to friends, family, and associates.

Fred is past Chair of The University of Akron, College of Business, Department of Finance, Advisory Board. He has also been involved with several charitable organizations such as the YMCA, Boy Scouts, Rotary, Hudson High School Music Association, and others.

A lifetime resident of Summit County, Ohio, Fred and his wife, Arlene, live in Hudson, Ohio with their daughter, Allison. He enjoys his family, reading, and traveling.

Learn More:
https://www.cavufinancial.com

Recent news and interviews:

  • Fred Cook discusses Portfolio Preservation:

https://authoritypresswire.com/fred-cook-mba-wealth-advisor-and-partner-w-cavu-financial-llc-interviewed-on-the-influential-entrepreneurs-podcast-discussing-portfolio-preservation/

  • Fred Cook discusses 401K Strategies:

https://authoritypresswire.com/fred-cook-mba-wealth-advisor-and-partner-w-cavu-financial-llc-interviewed-on-the-influential-entrepreneurs-podcast-discussing-401k-strategies/

 
 
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Partners, LTD and CAVU Financial LLC are separate entities from LPL Financial. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.

 

 

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