Practice What You Preach.... episode artwork

EPISODE · Oct 23, 2024 · 18 MIN

Practice What You Preach....

from Platinum Talks Wealth · host Jennifer Rogers Markwell

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.

Episode metadata supplied by the publisher feed · Published Oct 23, 2024

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Practice What You Preach....

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