Ep 05: Building Trust and Business with Mark Cross

How do you build a successful financial advisory firm from the ground up? This episode features Mark Cross, founding partner of Highland Trust Partners in Athens, Georgia, sharing his journey from the financial industry to creating a thriving independent firm. Mark discusses the importance of a uniform process for all team members, whether opening new accounts or managing trades.Listen in as he explains balancing personal and professional life, including managing a blended family and building a new home. He also highlights the critical role of financial planning in reducing client stress and the use of technology to streamline services. You'll learn how defining priorities, income needs, and risk tolerance are crucial components of his firm's approach.