EPISODE · Jul 11, 2019 · 44 MIN
RG 169 - Disrupting the Financial Services Industry One Client at a Time w/ David Flores Wilson
from Investing In The U.S. · host Reed Goossens
The legend in the hot seat this week is David Flores Wilson. David is a certified financial planner with a passion to disrupt the way in which the average American gains access to cost effective, quality financial advice that will set them up for financial freedom. David has seen his fair share of bad CFA's and he is trying to change the stigma around the fact that the average American views CFA's as only for "wealthy people". He wants to disrupt the financial services industry one client at a time with his down-to-earth approach and no-nonsense way to educate others on the best way to plan for a prosperous future. Another Cracking episode jammed packed with incredible advice and actionable steps. Please head over to reedgoossens.com for all the show notes. So what are you waiting for? Be bold, be brave and go give life a CRACK!
What this episode covers
The legend in the hot seat this week is David Flores Wilson. David is a certified financial planner with a passion to disrupt the way in which the average American gains access to cost effective, quality financial advice that will set them up for financial freedom. David has seen his fair share of bad CFA's and he is trying to change the stigma around the fact that the average American views CFA's as only for "wealthy people". He wants to disrupt the financial services industry one client at a time with his down-to-earth approach and no-nonsense way to educate others on the best way to plan for a prosperous future. Another Cracking episode jammed packed with incredible advice and actionable steps. Please head over to reedgoossens.com for all the show notes. So what are you waiting for? Be bold, be brave and go give life a CRACK!
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RG 169 - Disrupting the Financial Services Industry One Client at a Time w/ David Flores Wilson
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