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Juan is an Investment Specialist. He and Louis discuss his journey into the financial planning world, and the advice he has for younger financial advisors.
Juan Mirfin LinkedIn: https://www.linkedin.com/in/juan-mirfin/
For more information on PortfolioMetrix, reach out to our team, or visit our website: https://ensombl.com/go/1-20230809
Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. https://ensombl.com/go/2-20230809
Join the Ensombl platform:
General Disclaimer – https://www.ensombl.com/disclaimer/
By Ensombl5
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Juan is an Investment Specialist. He and Louis discuss his journey into the financial planning world, and the advice he has for younger financial advisors.
Juan Mirfin LinkedIn: https://www.linkedin.com/in/juan-mirfin/
For more information on PortfolioMetrix, reach out to our team, or visit our website: https://ensombl.com/go/1-20230809
Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo. https://ensombl.com/go/2-20230809
Join the Ensombl platform:
General Disclaimer – https://www.ensombl.com/disclaimer/