Pioneering a fee-only future in wealth management – with Lynn Chen-Zhang of Zhang Financial
Discover how Lynn Chen-Zhang’s commitment to a fee-only model and a client-centric culture earned her a place on InvestmentNews’ Hot List of 2023.
In this edition of InvestmentNews TV, we sat down with Lynn Chen-Zhang, CEO of Zhang Financial. With a career spanning over three decades and managing assets worth over $5 billion, Lynn Chen-Zhang was named on InvestmentNews’ Hot List for 2023. Chen-Zhang shared valuable insights into the company’s many achievements over the years, and how Zhang Financial became honored as one of the 100 Most Influential Advisors for 2023 by Investopedia.
Chen-Zhang attributed Zhang Financial’s success to its unwavering commitment to being a fee-only wealth management firm, ensuring transparency and eliminating conflicts of interest. This approach, as well as staffing a variety of highly credentialed client service managers, showcases the company’s dedication to serving the best interest of their clients without any external financial incentives.
Chen-Zhang also stressed the value of continuous education, highlighting the importance of having up-to-date industry expertise and ensuring that clients receive the most up-to-date financial advice. This commitment to knowledge and client-centric strategies has cultivated a culture of excellence at Zhang Financial, evidenced by its outstanding client satisfaction scores.
Chen-Zhang’s advice to emerging financial advisors is straightforward: “Focus on building your credentials and dedicate yourself to hard work and continuous learning.” Her leadership and Zhang Financial’s achievements serve as a prime example for professionals looking to thrive in the wealth management sector.
To learn more about Lynn Chen-Zhang and Zhang Financial, click here to watch the full interview.
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