Episode 82: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell President of Platinum Wealth Management as she talks with Ashleigh McFarlin Investment Advisor. Both Ashleigh and Jennifer share how
Financial Planning is a lifelong process, designed to address long-term needs and goals. Both knowing your clients and understanding what their needs are today - and what they will be tomorrow - is the key to successful financial planning. Join us for the conversation as we also talk through personal money memories and financial infidelities...
Guest:
Ashleigh McFarlin, CFP®, AFC®
https://www.linkedin.com/in/ashleigh-mcfarlin-cfp%C2%AE-afc%C2%AE-7b734410/
Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.
