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This week Damon Roberts and Matt Deaton discuss their book and how you can get a free copy which leads into a detailed conversation about giving their clients the State of the Union treatment. Or maybe it should be the 16th hole at the Waste Management Tour treatment. Plus, Damon discusses why some adults are timid about calling a financial advisor for the first time.
For more information on Acute Wealth Advisors or to schedule a complimentary consultation, call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
By Damon Roberts, Matt Deaton4.9
1313 ratings
This week Damon Roberts and Matt Deaton discuss their book and how you can get a free copy which leads into a detailed conversation about giving their clients the State of the Union treatment. Or maybe it should be the 16th hole at the Waste Management Tour treatment. Plus, Damon discusses why some adults are timid about calling a financial advisor for the first time.
For more information on Acute Wealth Advisors or to schedule a complimentary consultation, call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.

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