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Oct 24, 2022 20 min

The Most Interesting Advisor in the World

from Resilient Advisor Podcast Hosted by Jay Coulter

Some Financial Advisors are just different. David Ortiz is the personification of an advisor who breaks the mold. In this interview with Jay Coulter, he share is approach to marketing, planning and living life to the fullest. SHOW SPONSOR: The Independence Incubator from Resilient Advisor. A customized approach for advisors transitioning to independence. Learn more: https://www.independenceincubator.com

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The Most Interesting Advisor in the World

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This episode was published on October 24, 2022.

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