My guest for our latest episode of Small Business Marketing – Then & Now is David Chudyk, a financial planner who has been helping clients to build wealth since 2005. 

David believes that it is his duty to shepherd his clients by empowering them to make the best possible financial decisions for the reasons that are important to them. By developing plans and strategies for business owners and individuals for all areas of financial planning, such as investment planning, risk management, tax planning, estate planning, etc., David believes that he can help his clients’ overall financial wellbeing.

David discussed his career and his journey as a business owner that began when he purchased a insurance and financial services agency and how he has grown and marketed his business while helping his clients address their financial and insurance needs.  

To learn more, please click https://www.parallelfinancial.com/ and at https://www.cfsig.net.

As always, this podcast is brought to you by Profit Master Business Solutions, implementing measured marketing for small businesses while calming the chaos and creating the confidence and competence to exceed expectations.

Click www.profitmasterbusinesssolutions.com.

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You can find your host, Howard Wolpoff, at:

www.profitmasterbusinesssolutions.com

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Thank you for listening!