
Sign up to save your podcasts
Or
In today's episode we are joined by certified financial planner and CFO of Searcy Financial Services, Marc Shaffer. Not only does Marc specialize in helping clients and their families achieve continuity in their financial planning through generations and achieve their vision of an ideal life by encouraging goal setting and active monitoring of their financial plans but he is wildly passionate about his involvement within his local community in creating meaningful connections within it.
Marc's involvement in the community through philanthropic participation, board of directory positions and more have made him a go-to resource within the Kansas City community.
In this episode, we dig into:
- the differences between men and women when it comes to networking
- how vulnerability builds trust
- creating connection beyond the business
CONNECT WITH MARC:
Facebook:Marc Shaffer
LinkedIn: Marc Shaffer
Website:Searcy Financial Services
CONNECT WITH HALEY
Instagram:@thehaleywestfall and@thetable.az
LinkedIn:Haley Westfall
Live Event: The Table Experience Live 2/21-2/22/25 in Tempe, Arizona:Get Your Tickets
20 Minute Tactical Audio Training:Table Talk - 4 Steps to Maximizing In Person Events
In today's episode we are joined by certified financial planner and CFO of Searcy Financial Services, Marc Shaffer. Not only does Marc specialize in helping clients and their families achieve continuity in their financial planning through generations and achieve their vision of an ideal life by encouraging goal setting and active monitoring of their financial plans but he is wildly passionate about his involvement within his local community in creating meaningful connections within it.
Marc's involvement in the community through philanthropic participation, board of directory positions and more have made him a go-to resource within the Kansas City community.
In this episode, we dig into:
- the differences between men and women when it comes to networking
- how vulnerability builds trust
- creating connection beyond the business
CONNECT WITH MARC:
Facebook:Marc Shaffer
LinkedIn: Marc Shaffer
Website:Searcy Financial Services
CONNECT WITH HALEY
Instagram:@thehaleywestfall and@thetable.az
LinkedIn:Haley Westfall
Live Event: The Table Experience Live 2/21-2/22/25 in Tempe, Arizona:Get Your Tickets
20 Minute Tactical Audio Training:Table Talk - 4 Steps to Maximizing In Person Events