In this episode, I talk with Chase Ravsten and explore the importance of optimizing your investments for tax efficiency and building long-term client relationships. With over 14 years of experience in the financial services industry, Chase has honed his skills in sales, advisory roles, and strategic planning.

As a licensed professional with a degree in Entrepreneurship and a deep understanding of investments and retirement, Chase is dedicated to helping his clients make informed financial decisions.

Contact our guest:

Website: https://vistia.com/

Email: [email protected]

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Get a free copy of our book and learn more about our course at: nextleveincome.com