Advising small businesses in the pandemic feat Jacob Millican

Advising small businesses in the pandemic feat Jacob Millican

Speaking Logicly

01/12/2020 3:24PM

Episode Synopsis "Advising small businesses in the pandemic feat Jacob Millican"

In this episode, we sit down with financial advisor Jacob Millican of 9M Investments. We discuss how he's been working with his small business clients this year through the pandemic, how he uses Logicly analytics for maintaining portfolios and discussing investment outcomes with clients.

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