Nashville, TN, 7/17/24 — Sacha Mackels, Certified Financial Planner, CFP®, CEPA®, CLU®, ChFC®, RICP®, WMCP® with Tax & Financial Group (TFG), recently took the stage at the prestigious Cetera Connect2Peers Industry Conference to share valuable insights on the strategies and challenges of expanding an advisory practice in today’s competitive landscape.

During the session, Sacha emphasized the importance of client relationship building, leveraging technology, and practice management as fundamental pillars for sustainable growth in advisory services. He highlighted current trends and emerging opportunities that advisors can capitalize on to differentiate themselves and continue to provide an outstanding client experience.

“Sacha is a true expert in helping business owners plan for and build a better future. The insights he shared with the Cetera community today were both innovative and practical, and reflect his commitment to fostering strong client relationships. We are proud to have Sacha as part of our team, continually setting a high standard for excellence in our industry” said TFG CEO, Sean McCloskey, who was in attendance at the event.

Sacha is widely recognized for his contributions to business owners in the San Diego area, having designations in financial planning, retirement planning, business exit strategies and wealth management. Sacha continues to be a sought-after speaker and thought leader in the financial services industry inspiring peers and aspiring professionals alike. “I’m honored to have had the opportunity to share my experiences and strategies with such a distinguished audience, and I’m confident these insights will empower others to navigate their growth journeys successfully,” said Mackels.

About Sacha
Sacha is a Certified Financial Planner at Tax & Financial Group with over 12 years of experience. Sacha is focused on guiding a growing team of high caliber financial professionals that have an excellent reputation in the local community and are actively involved. Sacha is most energized by the fulfillment helping clients reach their goals can bring. To learn more visit: https://www.tfgroup.com/sacha-mackels-bio/

About TFG
Sacha’s office, Tax & Financial Group (TFG), is located in San Diego, CA. TFG specializes in a robust range of service offerings available to help clients meet their overall financial needs. TFG was founded over 50 years ago and has been engaging clients in lifelong conversations helping those they work with achieve financial freedom for generations.