eMoney Advisor

FEBRUARY 14, 2023

Now, I’ve read a bunch of books and I’ve been to many seminars, but I’m not a licensed therapist. I was fortunate to already know a marriage and family therapist here in Lufkin, Texas, where the Kovar Wealth Management home base is. He became an essential resource, and the rest is history.

Financial Planning 40

Financial Planning Planning Communication Clients 40

Sara Grillo

DECEMBER 12, 2022

He holds multiple FINRA licenses and he is associated with The Leaders Group, and independent broker-dealer. Matt founded Exhale Wealth Management to provide comprehensive financial planning to individuals with complex lives, most notably technology employees with equity compensation. Matt Pruitt, CFP®, CFA®. Charles King.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

The Big Picture

JANUARY 30, 2024

If you’re interested in marketing, branding, asset management, how do use digital tools to not only make the process less expensive and the, in the user experience better, but just to give customers what they want? Full disclosure, my firm, OLTs Wealth Management, works with Betterment, which powers our digital investment platform.

Media 143

Media Wealth Management Investing Investments 143

Sara Grillo

JUNE 20, 2022

Nate would go door to door, at first, when he was prospecting for wealth management clients. I would suggest that Edward Jones reps aspiring to call in person and venture forth inside strangers’ homes pursue safety training, either independently or to request it from the company. #3 3 Best to use a humble approach.

Financial Advisor 52

Financial Advisor Sales Commission Clients 52