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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.
By Logicly5
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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.