How to Build Wealth with Purpose | The Deep Dive | S1 E23

Cory Sims, an advisor in Cincinnati, talks with Deep Dive host Jay Hummel about how he’s setting the stage to be the advisor that his clients’ beneficiaries know and trust. Cory Sims is the managing member and investment advisory representative for Sims Investment Management. He’s a graduate of the University of Cincinnati with a double major in finance and real estate and resides in greater Cincinnati. 00:00 Introduction 00:44 Cory's Background and Business 03:37 How to Use Options 05:56 How to Help Clients with Money 10:00 How Young Advisors Can Adapt How to Build Wealth with Purpose | The Deep Dive | S1 E23