Episode 63: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell President of Platinum Wealth Management as she talks with Yvi Heimann: Business Efficiency Consultant & author of The Basics of Mastering ClickUp. Using her knowledge of years running multiple businesses, she helps her clients organize, strengthen, and streamline their businesses. Her personal story hits home, when her husband died, she was determined to not only resume her passion for building “bulletproof businesses” but also to make sure that those who go through a life-changing event know they can come out on top too – even if it takes time. Join us for the conversation...
Guest:
Yvi Heimann
https://askyvi.com/about-yvonne-heimann/
Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.
