Financial advisory 101

Episode 90 of the The Bottom Line podcast, hosted by Alexander Spencer, titled "Financial advisory 101" was published on October 28, 2024 and runs 32 minutes.

October 28, 2024 ·32m · The Bottom Line

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Episode Description

David Posterino is the Managing Director at AS Wealth Advisors. AS Wealth Advisors provides personalised strategic financial guidance and wealth management advice.

In this episode, David shares his journey from accounting to financial advising. He explains the benefits of having strong insurance policies and the essential nature of understanding client goals to help them reach their financial targets.

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This show is produced in collaboration with Wavelength Creative. Visit wavelengthcreative.com for more information.

See omnystudio.com/listener for privacy information.

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