Achieving Financial Goals and Making a Community Impact

While the focus of financial services often gravitates towards investment strategies and market forecasts, the essence of fostering trust through open communication, integrity, and making a positive difference in the community plays a pivotal role. 

This episode sheds light on how PAX Financial Group not only acknowledges but prioritizes these fundamental values, offering a unique perspective on the often-overlooked dimensions that shape a truly impactful financial service experience.

In today’s episode of Retire in Texas, Darryl Lyons offers a detailed glimpse into the inner workings and recent developments within PAX Financial Group.

Some of today’s show highlights include:

*An exploration of the coaching triad concept involving mentoring, cheerleading, and advising, stressing the significance of coaching skills for advisors.

*A breakdown of some of the PAX investment process, including the addition of faith-based solutions, municipal bonds, and structured notes to hedge market risks.

*A discussion of changes in PAX’s team structure, including the addition of new members and shifts in roles.

*A highlight of the PAX Impact initiative, which has contributed over $1 million to nonprofits in the community.

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