Oct '22 in Videos
Gen X Wants To Know...Am I Going To Be Ok?
What does your advisor do?
If the answer is put you in a portfolio and try to sell you insurance this video is for you.
I feel that a great advisor has two jobs.
- Listen
- Answer Financial Questions
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Gen X Wants To Know...Am I Going To Be Ok?
skool.com/gen-x-wealth-academy-9959
Successful Gen X families are feeling squeezed.
We can help.
$ Financial Roadmap Meeting
$$ Breakout Wealth Academy
$$$ Breakout Private Wealth
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