You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


Say What You Think

March 16, 2021

Ashby Daniels, CFP®, is a financial advisor and COO at Shorebridge Wealth Management. He is also the author of Medicare Simplified. In this episode, Ashby and Matt Fizell, CFP®, discuss the impact you can create on your business and your audience’s goals when you’re committed to creating genuinely helpful content.


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