S2 E11: Advanced Planning with a FIG Strategist
On today’s show Jeremy, a FIG strategist, joins us to discuss advanced planning, working with high net-worth clientele, the sale of large assets, and much more.
Read Morewealth management
Recent Posts
- Building Your Referral Base Through Humility & Helping People with Gary Reed (S5E7)
- The Art of Scaling a Business with Scott Moore (S5E6)
- Harnessing the Power of Intentional Time Management in Entrepreneurship: A Chat with Kevin Wathey (S5E5)
- Propel Your Business By Identifying Your Superpower with Kate Volman (S5E4)
- Become a Magnet for Attracting Leads Through Social Selling with Jamie Shanks (S5E3)
Recent Comments