Practice What You Preach.... - Platinum Talks Wealth

What this episode covers

Episode 82: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell President of Platinum Wealth Management as she talks with Ashleigh McFarlin Investment Advisor. Both Ashleigh and Jennifer share how Financial Planning is a lifelong process, designed to address long-term needs and goals. Both knowing your clients and understanding what their needs are today - and what they will be tomorrow - is the key to successful financial planning. Join us for the conversation as we also talk through personal money memories and financial infidelities... Guest: Ashleigh McFarlin, CFP®, AFC® https://www.linkedin.com/in/ashleigh-mcfarlin-cfp%C2%AE-afc%C2%AE-7b734410/ Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

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Frequently Asked Questions

How long is this episode of Platinum Talks Wealth?

This episode is 18 minutes long.

When was this Platinum Talks Wealth episode published?

This episode was published on October 23, 2024.

What is this episode about?

Episode 82: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell President of Platinum Wealth Management as she talks with Ashleigh McFarlin Investment Advisor. Both Ashleigh and Jennifer share how Financial Planning is a lifelong process,...

Can I download this Platinum Talks Wealth episode?

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