Cory and I recently attended our first marketing/business development conference together as independent business owners!  
It was a cool experience to go through together and to share each of our key take aways and plans for implementation.  I'm going to break down a handful of my key takeaways over the next handful of episodes.  This is part 1.

Cory and I recently attended our first marketing/business development conference together as independent business owners! It was a cool experience to go through together and to share each of our key take aways and plans for implementation. I'm going to break down a handful of my key takeaways over the next handful of episodes. This is part 1.

Cory and I recently attended our first marketing/business development conference together as independent business owners! &nbsp;
It was a cool experience to go through together and to share each of our key take aways and plans for implementation. &nbsp;I'm going to break down a handful of my key takeaways over the next handful of episodes. &nbsp;This is part 1.

FHL - Takeaways part 1

Welcome to The Shift! If you find yourself looking to retire in the next 5 years or less, this podcast is for you.

Fifteen years working in the financial services world has offered some interesting, and invaluable insights into the world of personal finance and retirement planning, and the key decision points that separate success from failure as you make that critical transition from your working years to retirement.

Join along and ensure you're ability to retire with a greater sense of security, purpose, happiness, and fulfillment.

Business

Welcome to The Shift! If you find yourself looking to retire in the next 5 years or less, this podcast is for you. Fifteen years working in the financial services world has offered some interesting, and invaluable insights into the world of personal finance and retirement planning, and the key decision points that separate success from failure as you make that critical transition from your working years to retirement. Join along and ensure you're ability to retire with a greater sense of security, purpose, happiness, and fulfillment.

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FHL - Takeaways part 1

FHL - Takeaways part 1