Author
Lindsey Lewis
MBA, ChFC®, CFP®
Subscribe to Newsletter
Related Posts
Diversity, Equity & Inclusion Podcasts
October 28, 2024
Client satisfaction is at the heart of success in financial services – and creating more powerful and lasting client relationships involves putting them at the core of the planning process.
In this episode of our Shares podcast, Lindsey Lewis, MBA, CFP®, ChFC® speaks with Padric H.B. Scott, AEP®, CFP®, ChFC®, CLU®, WMCP®, CCFC, CAP®, MSFP, founder and CEO of Crossroads Capital Partners and a member of The College’s FinServe Network and NextGen Advisory Task Force, about his philosophy of coordinated planning. They discuss Scott’s background in the NFL and transition to financial services, as well how he has adapted the strategies of a winning football team to a new approach toward managing client relationships.
Padric H.B. Scott, AEP®, CFP®, ChFC®, CLU®, WMCP®, CCFC, CAP®, MSFP is the president and CEO of Crossroad Capital Partners, where he oversees a team of 10 lady boss associates in the firm and has five advisors in his brokerage unit. In seven years of private wealth practice, he has been named to prestigious lists such as Advisor Today’s Top 4 Under 40 Nationally 2024, The American College of Financial Services’ NextGen Financial Services Professional Award recipient 2023, NAIFA Florida Top 4 Under 40 2023, Northwestern Mutual's Forum, and Forbes Best-In-State Financial Security Professional. He graduated from The College with his Master of Science in Financial Planning (MSFP) degree in December 2023, receiving along the way the CFP® certification as well as the Accredited Estate Planner® (AEP®), and Chartered Advisor in Philanthropy® (CAP®) designations among other planning designation specialties. As a result, he is listed as an estate and business planning specialist in the Northwestern Mutual framework of wealth advisors. He loves his God, family, church, and believes strongly in the motto "Achievement in Every Field of Human Endeavor!"
Any views or opinions expressed in this podcast are the hosts’ and guests' own and do not necessarily represent those of The American College of Financial Services.
More From The College
- Learn About Our CFP® Certification Education Program
- Learn About Our Chartered Advisor in Philanthropy® (CAP®) Program
- Learn About the Accredited Estate Planner® (AEP®) Program
- Learn About Our Master of Science in Financial Planning (MSFP) Degree Program
Related Posts