Asking the right questions feat Zach Ashburn

15/10/2020 33 min Temporada 1 Episodio 11

Listen "Asking the right questions feat Zach Ashburn"

Episode Synopsis

Zach Ashburn, founder of Reach Strategic Wealth, has built his business around getting clients to ask better questions. Zach joins to discuss how to weave portfolio management in with financial planning, the importance of apprenticeship when starting out as an advisor, and how technology empowers independent advisors.
Zach can be reached at https://www.reachstrategicwealth.com