How to Establish Meaningful Relationships With Physicians with Cameron Heasley
Establishing meaningful relationships with physicians in financial planning is not just a chance for professional growth—it's an avenue to connect with individuals who embody the spirit of service. By understanding their values, challenges, and aspirations, financial advisors can provide more than just financial advice. They can become trusted partners in a journey toward financial well-being and a lasting impact on the lives of both physicians and their families.
In this episode, Lauren talks with Cameron Heasley for another episode in the Meet Our Advisors series. Cameron is a partner and certified financial planner at Vestia. As an Ohio native, Cameron has worked with physicians in Cincinnati, Dayton, Columbus, and his home city of Indianapolis, helping them make wise and informed financial decisions. Through a comprehensive approach to financial planning, Cameron helps his clients build financial security. His goal for his clients is to help relieve some of their financial concerns so they can focus on the things they are most passionate about.
Known for his deep care, commitment, and building meaningful relationships with his clients, Cameron talks about his journey into financial planning and his passion for working with physicians. He discusses the importance of relationships, service, and hard work in advising clients. Through a personal story of supporting a client during a difficult time, Cameron highlights the value of deep connections and the impact they can have on physicians' lives.
Key Takeaways
- [01:50] - Cameron's background and how he got into financial planning.
- [09:24] - What Cameron likes about working with physicians.
- [12:17] - The kind of people Cameron loves to work with.
- [15:21] - A story about Cameron's support for a client during a challenging time.
- [18:51] - What Cameron learned from his conversations with clients.
- [21:32] - Setting boundaries and prioritizing what's important in life.
- [26:01] - The benefits of working with a collaborative firm like Vestia.
- [28:35] - Why Vestia is the ideal financial planning firm for physicians.
- [36:07] - What “wealth that matters” means to Cameron.
Quotes
[08:10] - "It's an awesome opportunity to build meaningful relationships and serve others. Just do something that has an impact for generations to come." ~ Cameron Heasley
[09:55] - "I enjoy working with physicians because the vast majority of them are service-oriented. They typically have a calling higher than themselves." ~ Cameron Heasley
[36:36] - "My wealth that matters is living out a calling to the best of your ability. And for me, it's demonstrating it through hard work, serving others, and building deep relationships." ~ Cameron Heasley
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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 vestiaadvisors.com.
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