EPISODE · Mar 22, 2023 · 36 MIN
#41 - Embracing Sales and Building on TikTok - Colin Overweg
from Only Fee-Only
Bio:COLIN OVERWEG, CFP®Professional:I was sick of commission, proprietary products, sales quotes, clucky technology and being told how to help my clients so left the broker dealer world forever and launched Advize Wealth!Since then I've been name an Investopedia Top 100 Advisor in the Country, serve on the Board for the Financial Planning Association, frequently guest lecture at Universities have been feature in multiple publications.My passion is to power yours!Personal:I live in Los Angeles, CA with my amazing wife, Alyse! We make frequent visits to our home towns in Michigan to visit friends and family.When I'm not working, you can find me at the beach attempting surf, long boarding, mountain biking, making financial vlogs, golfing and traveling!Social:https://www.linkedin.com/in/colinoverweg/Twitter: @colinoverweg
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Bio: COLIN OVERWEG, CFP® Professional: I was sick of commission, proprietary products, sales quotes, clucky technology and being told how to help my clients so left the broker dealer world forever and launched Advize Wealth! Since then I've been name an Investopedia Top 100 Advisor in the Country, serve on the Board for the Financial Planning Association, frequently guest lecture at Universities have been feature in multiple publications. My passion is to power yours! Personal: I live in ...
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#41 - Embracing Sales and Building on TikTok - Colin Overweg
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