DOUBLE EPISODE: Jeff Acheson, Alex Assaley & Brett Shofner talk Wealth@wor(k) 2022
DOUBLE EPISODE: Jeff Acheson, Alex Assaley & Brett Shofner talk Wealth@wor(k) 2022
DOUBLE EPISODE: Jeff Acheson, Alex Assaley & Brett Shofner talk Wealth@wor(k) 2022
Register to attend Wealth@wor(k) 2022 today by visiting https://wealthatwork.live
Part 1
Ross Marino talks with Jeff Acheson of Independent Financial Partners about his upcoming session at Wealth@wor(k) 2022 that revolves around changing the focus of financial planning to a human first approach.
Part 2
Ross Marino talks with Alex Assaley & Brett Shofner about their upcoming session at Wealth@wor(k) 2022, “Retirement Committee Meetings of the Future”.
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From The Podcast
The Wealth@Work Show
Financial advisors want to build a scalable practice but aren’t always sure what to do next. Welcome to Wealth@Work, the podcast designed to help advisors think, make decisions, and cast a vision to create a business for the future.Join Ross for weekly conversations with successful financial advisors and the industry and business experts they partner with. Find out what the best advisors are thinking about and what actions they are taking right now to grow their firms. Learn to “questionstorm”-- the art of relentlessly asking questions until you are confident that your answers are meaningful and impactful to the growth of your practice.Join Podchaser to...
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