PJ hosts Greg McRoberts, Managing Partner of WestPoint Financial Group. Following both his father and his grandfather into the financial services business, Greg had a clear vision of the scale and scope of the firm he wanted to build. Relentless in pursuing his vision of a firm that is a leader in the marketplace, Greg has made it a priority to create and foster an environment where financial professionals have the support, guidance, and tools necessary to succeed.
Greg shares with us his thoughts on the future of the financial services industry, mentorship, and how he recruits new talent.
Useful links from this episode:
The Tenth Dot
WestPoint Financial Group
Stay Connected:
PJ Shevlin: LinkedIn
Greg McRoberts, ChFC, CLU, CFP: LinkedIn
Gregory A. McRoberts is a Registered Principal of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC (www.sipc.org). 900 E. 96th Street, Suite 300, Indianapolis, IN 46240. Phone: 317.469.9999
Disclosure: Securities, investment advisory and financial planning services offered through advisors who are qualified registered representatives of MML Investors Services, LLC, Member SIPC. 900 East 96th Street, Suite 300, Indianapolis, IN, 46240. (317) 469-9999. Not all financial professionals offer all services.
PJ hosts Greg McRoberts, Managing Partner of WestPoint Financial Group. Following both his father and his grandfather into the financial services business, Greg had a clear vision of the scale and scope of the firm he wanted to build. Relentless in pursuing his vision of a firm that is a leader in the marketplace, Greg has made it a priority to create and foster an environment where financial professionals have the support, guidance, and tools necessary to succeed.
Greg shares with us his thoughts on the future of the financial services industry, mentorship, and how he recruits new talent.
Useful links from this episode:
The Tenth Dot
WestPoint Financial Group
Stay Connected:
PJ Shevlin: LinkedIn
Greg McRoberts, ChFC, CLU, CFP: LinkedIn
Gregory A. McRoberts is a Registered Principal of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC (www.sipc.org). 900 E. 96th Street, Suite 300, Indianapolis, IN 46240. Phone: 317.469.9999
Disclosure: Securities, investment advisory and financial planning services offered through advisors who are qualified registered representatives of MML Investors Services, LLC, Member SIPC. 900 East 96th Street, Suite 300, Indianapolis, IN, 46240. (317) 469-9999. Not all financial professionals offer all services.