How advisors collaborate
저장한 시리즈 ("피드 비활성화" status)
When? This feed was archived on December 11, 2022 21:06 (). Last successful fetch was on August 01, 2022 22:44 ()
Why? 피드 비활성화 status. 잠시 서버에 문제가 발생해 팟캐스트를 불러오지 못합니다.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 286341614 series 2857650
In this episode, Rich Introduces Erik Garcia CFP®, BFA™ as the new co-host of The Financial Planner’s Desk Podcast.
Erik shares a few of his experiences while attending Tulane University that leads him to pursue the financial advising profession.
Erik and Rich share some of their professional background in other areas of the financial services industry.
You’ll hear how Erik ended up as an IAR at New Century Financial Group. Erik and Rich share how they are collaborating to build their practices and connect their back-office procedures.
Email the show at plannersdesk@ncfg.com if there are topics you’d like Rich and Erik to cover regarding practice management, marketing, technology, etc.
If you would like to be a guest on a future episode, we’d love to hear from you as well.
Resources mentioned in this episode:
Part 1: Where do I start in planning for my child’s college? Podcast episode
8 에피소드