The Certified Financial Planner™ and co-owner of Threadgill Financial sat down for an exclusive interview touching on topics such as emergent trends in finance and client relations.
WOODLANDS, TX / ACCESSWIRE / May 17, 2021 / When Zachary Threadgill was approached to be the subject of an in-depth profile conducted on behalf of an online periodical that concentrates on matters of business and entrepreneurship, he agreed readily, eager to share the breadth of his experiences as a professional financial planner. The interview, in which Zachary discusses everything from the importance of keeping in touch with clients personally to how the internet has affected the financial industry, was published on May 5, 2021.
Early on in the profile, when answering a question about what a typical day looks like for him, Zachary of Threadgill Financial replies, "My favorite parts of the day are learning new things about potential investments and getting to visit with our clients. Clients tend to remain with us for years, so we get to know each other reasonably well," he muses, adding, "It's fun to hear about their hobbies, trips, and children and grandchildren."
Further along in the interview, upon being asked about an industry trend that excites him, Zachary Threadgill responds by addressing the new competition presented by internet-based financial brokers. "The internet has moved a lot of people to big investment companies where the client/advisor may not be face-to-face, and the advisor role is often like a rotating door. This dynamic has left an opening for people like us who directly serve our clients and know them on a first name basis. In a way, the internet and technology has left a niche for us to fill."
Those wishing to read the full text of the interview will find it located here, while those curious to learn more about Threadgill Financial are encouraged to visit its official website.
About Threadgill Financial
Threadgill Financial is a full-service investment management firm based out of Spring, Texas. With extensive industry experience, their team of certified professionals offers a wide range of financial services, including pension analysis, portfolio diversification, and asset management. Currently managing over $250 million worth of investments, the experts at Threadgill Financial work alongside their clients to identify various wealth-building opportunities. With superior knowledge of the marketplace, Zachary and Adam Threadgill are committed to delivering optimal results.
Contact Information:
Threadgill Financial
Email: zac@threadgillfinancial.com
SOURCE: Threadgill Financial
View source version on accesswire.com:
https://www.accesswire.com/647818/Zachary-Threadgill-of-Threadgill-Financial-is-Profiled-by-an-Online-Periodical
