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Josh Manifold, Bringing Access and Transparency to Value-Driven Clients
Manage episode 353509698 series 2895276
Вміст надано Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.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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