Advice First

著者： Robert Clark
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  • They’re out to sell you something. This is Advice First.
    © 2025 Advice First
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あらすじ・解説

They’re out to sell you something. This is Advice First.
© 2025 Advice First
マーケティング リーダーシップ 個人ファイナンス 経済学
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エピソード
  • Behind the Advisor: Fred Wachtel

    Behind the Advisor: Fred Wachtel
    2025/01/10

    Robert and Chris talk to Prosperitas advisor Fred Wachtel about college planning, investment advice, and what it was like coming all the way from New York to LA. Plus, see what "The Comish" has to say about fantasy football!

    Prosperitas Financial
    661.255.9555
    info@prosperitasfin.com
    www.prosperitasfin.com
    25060 Avenue Stanford, Suite 100
    Valencia, CA 91355

    Fred Wachtel - fwachtel@prosperitasfin.com

    Looking for more content? Check out our Social Media pages.
    Facebook - / prosperitasfin
    LinkedIn - / prosperitasfin
    Podcast - https://advicefirst.buzzsprout.com/
    Instagram - / prosperitas_financial

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    1 時間 3 分
  • Behind the Advisor: Rian Denich

    Behind the Advisor: Rian Denich
    2025/01/03

    Robert and Chris talk to Prosperitas advisor Rian Denich about building a career straight out of college, finding passion in the financial industry, and the best ways to build client relationships.

    Prosperitas Financial
    661.255.9555
    info@prosperitasfin.com
    www.prosperitasfin.com
    25060 Avenue Stanford, Suite 100
    Valencia, CA 91355

    Looking for more content? Check out our Social Media pages.
    Facebook - / prosperitasfin
    LinkedIn - / prosperitasfin
    Podcast - https://advicefirst.buzzsprout.com/
    Instagram - / prosperitas_financial

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    52 分
  • The Philosophy of Finance: Mack Herrera

    The Philosophy of Finance: Mack Herrera
    2024/12/20

    Robert and Chris talk to Prosperitas advisor Mack Herrera about the early years of being a financial advisor, growing your business, and the future of the US economy (plus some sports talk, too)!

    Prosperitas Financial
    661.255.9555
    info@prosperitasfin.com
    www.prosperitasfin.com
    25060 Avenue Stanford, Suite 100
    Valencia, CA 91355

    Looking for more content? Check out our Social Media pages.
    Facebook - / prosperitasfin
    LinkedIn - / prosperitasfin
    Podcast - https://advicefirst.buzzsprout.com/
    Instagram - / prosperitas_financial

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    54 分
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