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Lisa Camacho, Embracing Digital Tools To Elevate The Client Experience
Manage episode 294581872 series 2895276
Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Episode 8 - Lisa Camacho has spent her professional career in executive sales, management, and business ownership. In 2011, God changed her professional direction to focus on wealth development and investing as stock market traders. In 2016, Lisa along with her husband David started focusing their efforts exclusively on helping individuals and families with Estate Planning, Retirement Planning, and Tax-free Income Planning. Together, they have helped hundreds of clients develop a solid retirement plan so they, too, can establish their own Legacy!
To contact Lisa or learn more about Family Succession Planning: www.legacydlcinc.com
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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