Fidelity P.O.W.E.R.

Fidelity P.O.W.E.R.

Why Hiring a Financial Advisor Can Get You Farther Faster with Stratos Wealth Partners

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Why Hiring a Financial Advisor Can Get You Farther Faster with Stratos Wealth Partners

In this episode of the P.O.W.E.R. Plug podcast, Host Mary Foley speaks with three Wealth Advisors from Stratos Wealth Partners in New Orleans about wealth management and pre-retirement wealth accumulation strategies. With 64 years of experience between them, Sean Laughlin, Claiborne Perrilliat, and Phillip Garrett assist small business owners and individuals in making smart investment decisions no matter the market climate. Their parent organization manages over 14.5 billion in client assets.

Listen and Learn:
  • The difference between financial planning and investing
  • The misconception that only those with lots of money need a financial plan
  • Some of the biggest financial concerns people are experiencing because of COVID-19
  • Reasons to hire a financial advisor/coach
  • Tips for building a sustainable investment strategy
  • Common investment mistakes of small business owners
  • A practical approach to offering a 401k or IRA plan to employees


  • Visit the Stratos New Orleans Website

    or call (504) 522-4442 and ask to speak with Sean, Claiborne or Philip.
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    MEET OUR P.O.W.E.R. PLUG HOST...

    Mary Foley
    Mary Foley — Growing a business in uncertainty is hard. Doing it alone is harder. That’s why in addition to hosting the Fidelity P.O.W.E.R. Plug podcast, Mary is a business coach and founder of the REV UP Society for women entrepreneurs. She offers a powerful combination of coaching, accountability, and celebration in a supportive community so you can build a thriving business no matter what. For more, go to maryfoley.com.
    The information contained in this P.O.W.E.R. Plug Podcast expresses the opinion of the author and does not constitute advice from or the opinion of Fidelity Bank.
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