))
Jill Carr, CFP, CPA Empowering Gen X and Millennials To Retire Wealthy
Manage episode 338955033 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 68 - Jill is a passionate wealth advisor, continually striving to find new ways to exceed her client's expectations with her depth of knowledge in taxes, estate planning, and personal finance. Jill's consulting approach is fundamental to empowering her clients to increase their financial literacy and understanding of wealth management. At SWMG, Jill implements our investment strategy, serves as a key member of our Investment Committee, and is a leader in our retirement plan practice. Jill additionally writes a blog, Jill’s Journal, aimed at newer investors.
Learn more about Jill here: https://stephenswmg.com/why-us/meet-our-team/jill-carr/
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.
See omnystudio.com/listener for privacy information.
109 епізодів
Поширити
