Financial advisory 101 episode artwork

EPISODE · Oct 28, 2024 · 32 MIN

Financial advisory 101

from The Bottom Line · host Alexander Spencer

David Posterino is the Managing Director at AS Wealth Advisors. AS Wealth Advisors provides personalised strategic financial guidance and wealth management advice. In this episode, David shares his journey from accounting to financial advising. He explains the benefits of having strong insurance policies and the essential nature of understanding client goals to help them reach their financial targets.   Resources and links: AS Wealth Advisors website David Posterino on LinkedIn   Connect: Alexander Spencer website Alexander Spencer on Twitter Alexander Spencer on Facebook Alexander Spencer on LinkedIn This show is produced in collaboration with Wavelength Creative. Visit wavelengthcreative.com for more information.See omnystudio.com/listener for privacy information.

Episode metadata supplied by the publisher feed · Published Oct 28, 2024

Embed this episode

NOW PLAYING

Financial advisory 101

0:00 32:48

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of The Bottom Line?

This episode is 32 minutes long.

When was this The Bottom Line episode published?

This episode was published on October 28, 2024.

Can I download this The Bottom Line episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!