Episode description

As a podcaster and financial advisor I do all of the traditional things that a CFP does within the financial planning process, but I ALSO help business owners to increase the value of their biggest asset... their business.

David will be on the BUSINESS DEV. panel April 20th 2023 @ 8:40 am - 9:25 am pst

Register here:

www.elevateyouronlinepresence.com/David

This event is sponsored by You Can Automate, the All in One Business Suite www.youcanautomate.com