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Josh Manifold, Bringing Access and Transparency to Value-Driven Clients
Manage episode 353509698 series 2895276
Контент предоставлен Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
Episode 61 replay - Josh joined Compass Ion in early 2012, bringing with him over ten years of investment management experience. He began his career with Benkovich & Associates and spent the next eight years with Wells Fargo Advisors.
During this time he focused on active portfolio management and retirement income for individuals and families. By focusing so well on clients’ needs, he was selected to join the Executive Council, an award based on client service, best practices, and overall productivity.
Learn more about how Josh Manifold works with clients here: https://compass-ionadvisors.com/people/josh-manifold/
WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.
HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.
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