Josh Manifold, Bringing Access and Transparency to Value-Driven Clients
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Manage episode 353509698 series 2895276
Зроблено Na'eem Hall, Carter Wilcoxson, and Tim James і знайдено завдяки Player FM та нашій спільноті. Авторські права належать видавцю, а не Player FM, і аудіоматеріали транслюються безпосередньо з сервера видавця. Натисніть на кнопку Підписатися, щоб слідкувати за оновленнями в Player FM або скопіюйте і вставте посилання на канал до іншої програми для подкастів.
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? GO TO: www.CSIFG.com Book a FREE 15-minute Client Acquisition Consultation with Carter or one of his team members.
HEALTH: Low on energy or overweight? Go to www.chemicalfreebody.com/enrichersand 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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111 епізодів
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