Helping Physicians Build a Strong Financial Future with Michael Trent
The Doctors Eyes Only podcast introduces a new series called Meet Our Advisors. In this series, we ask advisors questions about how they got to where they are, why their work is important to them, and why they value not just working as financial advisors but doing so at Vestia.
In this episode, Lauren talks with Michael Trent, Partner at Vestia. Michael strives to help Vestia's highest caliber professionals get organized and remove uncertainty from their financial lives so they can have the lasting impact they desire. His experiences in the public and private sectors have shaped his perspective on leadership, community service, and financial practices. Michael believes that an advisor-client relationship should be based on trust and transparency.
Driven by a desire for personal service and a more intimate approach to helping clients, Michael talks with Lauren about how he helps physicians plan for their financial futures. He discusses the importance of collaboration and communication in providing the best service to clients, as well as the qualities that make a good financial advisor.
Key Takeaways
- [03:00] - An overview of Michael's professional and personal background.
- [04:44] - What inspired Michael to join the military?
- [09:36] - How Michael transitioned from the military to financial planning.
- [18:18] - The type of clients Michael enjoys working with.
- [22:38] - The importance of coordination in financial planning.
- [27:03] - The qualities Michael is looking for in a team member.
- [30:58] - What makes Vestia different from other financial firms?
- [36:19] - The greatest satisfaction in Michael's professional and personal life.
- [41:52] - How people can protect themselves from cyberattacks.
Quotes
[13:16] - "Each leg you take in your life and professional career, as long as you stay open-minded, builds on itself." ~ Michael Trent
[20:52] - "Physicians need someone to help manage their priorities and time because they only have so much. They are still very passionate about things outside of work. And having a team that will bring that all together and have options, recommendations, meetings set up, and next steps means the world." ~ Michael Trent
[31:22] - "We want to build the most collaborative firm in the country. That is sincerely our passion. Not just because we all want to collaborate, do life, and work together but because it certainly translates to a better service experience for our clients." ~ Michael Trent
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Financial Advisors for Physicians
Does your financial advisor understand our views? How to negotiate a job contract with a hospital? Or how to evaluate and finance a surgery center buy-in? With nearly 150 years of collective experience working with specialized physicians nationwide, Vestia Personal Wealth Advisors understands your challenges and your opportunities as a physician. Innovative tax strategies, proactive asset protection planning, physician mortgages, healthcare venture capital, and more. You have many competing priorities for your time, and planning for your financial health may not make the top of your list. With a shortened time window to save for retirement, the opportunity cost of financial mistakes can be high. Vestia can help you navigate the complex world of finance and make your life easier every day, starting now. Learn more at vestiaadvisors.com.
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