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In this episode, Jim Oliver, Justin Craft, and Joe Pantozi discuss:
Key Takeaways:
"The typical financial advisor is interested in getting as much of the client’s money under their own management system and what we are interested in doing is empowering the client." — Joe Pantozi
Connect with Joe Pantozi:
Website: AlphaOmegaWealth.com
Connect with Justin Craft:
Website: NowlinWM.com
Connect with Jim Oliver:
Facebook: CreateTailwind & Jim Oliver
Website: CreateTailwind.com
YouTube: reateTailwind.com
LinkedIn: Jim Oliver
Show notes by Podcastologist: Marjorie Alexander
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
By CreateTailwind5
4949 ratings
In this episode, Jim Oliver, Justin Craft, and Joe Pantozi discuss:
Key Takeaways:
"The typical financial advisor is interested in getting as much of the client’s money under their own management system and what we are interested in doing is empowering the client." — Joe Pantozi
Connect with Joe Pantozi:
Website: AlphaOmegaWealth.com
Connect with Justin Craft:
Website: NowlinWM.com
Connect with Jim Oliver:
Facebook: CreateTailwind & Jim Oliver
Website: CreateTailwind.com
YouTube: reateTailwind.com
LinkedIn: Jim Oliver
Show notes by Podcastologist: Marjorie Alexander
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

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