When to start planning

When to start planning

James Silbernagel, CFP?, CEPS, LACP, LUTCF James Silbernagel, CFP?, CEPS, LACP, LUTCF

James Silbernagel, CFP?, CEPS, LACP, LUTCF

Educating, inspiring & motivating insurance & financial professionals to be the best they can be for their communities.

发布日期: 2023年2月20日
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Angela Robinson, Financial Professional

Do you have any prospects that are interested in working with you, but haven’t made the final push? This episode is for them! Financial Professional Angela Robinson discusses the importance of having a financial approach and the benefits and pitfalls of starting at different stages of life.

>>>Listen to this episode<<<

Advisors, you can brand and share this episode with your clients, prospects, communities, and social networks to grow your business! Contact us to learn more and a free demo:?www.RealWealthMarketing.com?| 262-626-2590 |?[email protected].

Angela Robinson, CFP? CEPA?ChFC? CRC?

Helping People Live Life on Purpose ? ? Simplifying Success Issues ? Proactive Life and Financial Planning ? Business, Wealth and Retirement Coach ? Quarterback for Your Team of Professionals

2 年

Thank you Jim! It was an honor to do this show with you!

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