Sep 10, 2019
In this episode, Jim Oliver, Justin Craft, and Joe Pantozi discuss:
Key Takeaways:
"The typical financial advisor is interested in getting as much of the client’s money under their own management system and what we are interested in doing is empowering the client." — Joe Pantozi
Connect with Joe Pantozi:
Website: AlphaOmegaWealth.com
Connect with Justin Craft:
Website: NowlinWM.com
Connect with Jim Oliver:
Facebook: CreateTailwind & Jim Oliver
Website: CreateTailwind.com
YouTube: reateTailwind.com
LinkedIn: Jim Oliver
Show notes by Podcastologist: Marjorie Alexander
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.