Lisa Camacho, Embracing Digital Tools To Elevate The Client Experience - podcast episode cover

Lisa Camacho, Embracing Digital Tools To Elevate The Client Experience

May 11, 20221 hr 2 minEp. 8
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Episode description

Episode 8 - Lisa Camacho has spent her professional career in executive sales, management, and business ownership. In 2011, God changed her professional direction to focus on wealth development and investing as a stock market trader. In 2016, Lisa and her husband David started focusing their efforts exclusively on helping individuals and families with Estate Planning, Retirement Planning, and Tax-free Income Planning. Together, they have helped hundreds of clients develop a solid retirement plan so they, too, can establish their own Legacy!


Contact Lisa or learn more about Family Succession Planning: www.legacydlcinc.com 


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.


 
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Lisa Camacho, Embracing Digital Tools To Elevate The Client Experience | Health and Wealth Podcast with Carter & Tim - Listen or read transcript on Metacast