Carter Wilcoxson Navigating the Complexities of the Financial Industry with Lisa Malick Interview

Eliances Heroes
26/05/2024 59 min
Carter Wilcoxson Navigating the Complexities of the Financial Industry with Lisa Malick Interview

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Episode Synopsis

Welcome back to the Health and Wealth podcast, hosted by Carter and Tim. In this week's episode, the dynamic duo is joined by a special guest, Lisa Malick, a certified financial planner based in Colorado. Lisa shares her unique journey into the financial advising industry, which was fueled by personal experiences and a desire to make a meaningful difference in people's lives. Interviewed by Carter Wilcoxson https://www.csifg.com/  

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