https://youtu.be/gKIS-CNrYwI Brian Allen (@RetireAdviser1) is the founder and chairman of Pension Consultants, Inc. and served as its President through 2016. During that time, the firm grew to become one of the nation’s largest independent plan advisers while earning industry recognition and numerous awards. Among those awards, PlanAdviser listed us on their Top 100 list many […]
https://youtu.be/jVXAioVegAo Kelly Cartier began her career in 1997 when she joined A.G. Edwards, After becoming a branch manager and leading her team through the mergers of A.G. Edwards, Wachovia Securities and Wells Fargo Advisors, Kelly decided it was time to embark on a new path. She opened Cartier Financial in 2009 and enjoys serving her
#6 Building Strong Relationships with CPAs w/ Kelly Cartier, Founder, Cartier Financial Read More »
https://youtu.be/7cdLMLlNr8Y Diane Pearson has over 34 years of experience in the financial advisory profession where she specializes in assisting women who are going through transition, such as divorce, death, retirement, inheritance, or a career change to understand their financial options. 00:16 Diane’s background 00:45 What got Diane interested in financial advising? 2:00 How Diane found
https://youtu.be/dBqtDyJwGHY Alec P. Tuckman, AIF®, ChFC®, CRC®, Accredited Investment Fiduciary®, Chartered Financial Consultant®, Certified Retirement Counselor®, is the founder and CEO of Wealth Management Partners of Los Angeles, Inc. He is a Wealth Advisor, Author, Speaker, Educator, and Podcast Personality. 00:30 Intro 1:30 Why did you become an FA? 3:00 Finding your ideal clients 4:30
https://youtu.be/lLyPO8qWUVs Dr. Jovan Walker-Jackson, known as the Financial Coach of Hope, is a faith-filled 4x best seller author, speaker, and licensed financial & Insurance advisor who serves as the president of Good News Financial & Investment Advisors LLC, a Registered Investment Advisory Firm in the state of MD. 00:17 Intro 00:57 How Jovan got into
https://youtu.be/kWnJVHvvvB0 Vince Giardini is a Registered Representative and Financial Advisor working with IronLife Financial and PFS Investments. Vince has a strong background in finance, with an MBA in Banking & Finance, and a PhD in Behavioral Finance and is fully licensed in financial services. 00:13 Intro 1:25 Simplifying your message to maximize engagement with ideal
https://www.youtube.com/watch?v=FNo9hUXFncA Cindy Youngcourt is a CERTIFIED FINANCIAL PLANNER™ practitioner for high-net-worth clients and has been in the Financial Services industry for over 20 years. Cindy is passionate about creating unique strategies for clients, celebrating their successes, and working alongside them to achieve their goals. She is experienced and knowledgeable in all aspects of financial planning and
