Episode description
In this week's episode, I had the chance to interview the visionary financial maestro, Bruce Weinstein, who wears the dual hats of CEO and Founder of Weinstein Wealth Insurance Solutions and the dynamic host of the renowned "Ask the Planman" podcast. As an orchestrator of financial harmony, Bruce helps guide people through the labyrinth of wealth management and insurance solutions.
Bruce's podcast, "Ask the Planman," serves as a beacon of knowledge in a sea of financial uncertainty, and his wisdom-rich interview provided a rare glimpse into the mind of a proper financial virtuoso.
This is the story of how Bruce got started, some of his tactics for landing his first customer, and how he's continuing to evolve as a business owner and entrepreneur.
If you're in doubt, call THE PLAN MAN! Definitely a fun episode to check out.
Guest info:
Weinstein Wealth Insurance Solutions
https://weinsteinwealth.com/
Bruce Weinstein's LinkedIn:
https://www.linkedin.com/in/brucemweinstein/
Connect with Jay on LinkedIn
https://www.linkedin.com/in/jayaigner/
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https://www.youtube.com/@thefirstcustomerpodcast
The First Customer podcast website
https://www.firstcustomerpodcast.com
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