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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.

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Financial advisory 101

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This episode was published on October 28, 2024.

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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...

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