What your financial advisor isn't discussing with you! episode artwork

EPISODE · Jan 29, 2024 · 18 MIN

What your financial advisor isn't discussing with you!

from Harmonious at Lunch · host HumanOp Technologies

Hey there, welcome to Harmonious at Lunch, your go-to spot for all things business growth and incredible success stories. Today's episode is packed with inspiration as we sit down with the incredible David Chudyk of (https://parallelfinancial.com & allofmyassets.com)In this Episode we discussed What your financial advisor isn't discussing with you and how to increase the value of your business. David began his career in the financial services arena in 2002. In 2005, David had the opportunity to purchase an insurance and financial services agency in Seneca, SC and later, in 2006 obtained the prestigious Certified Financial Planner(tm) designation.   David believes that it is his duty to shepherd his clients. He empowers them to make the best possible financial decisions for the reasons that are important to them. By developing plans and strategies for business owners and individuals for all areas of financial planning, such as investment planning, risk management, tax planning, estate planning, etc., David believes that he can help his clients’ overall financial wellbeing. In order to promote sound financial planning principals to the masses, David started The Weekly Wealth Podcast in 2020  As an entrepreneur, David has held to the philosophy that “we all need to do our parts to make the world a better place.” He heads a financial literacy program for The Foothills Care Center. David is the current President of the South Carolina Chapter of the Financial Planning Association. Don't forget to go check out David at https://allofmyassets.com/ to take your business valuation assessment.Don't forget to hit that subscribe button and turn on notifications so you never miss an episode full of practical tips and inspiring stories that will help your business thrive. Let's make your business journey a successful and fulfilling one, starting right now! Go to whadif.com today to get instant clarity in your business

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What your financial advisor isn't discussing with you!

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This episode was published on January 29, 2024.

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Hey there, welcome to Harmonious at Lunch, your go-to spot for all things business growth and incredible success stories. Today's episode is packed with inspiration as we sit down with the incredible David Chudyk of (https://parallelfinancial.com &...

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