Louisa Sanghera, Financial Strategist and Principle Broker at Zippy Financial Group, which provides a wide range of personal financial services to private clients on and around Sydney’s North Shore joins Enterprise Radio.
Dave Giertz, previously the President of Nationwide Financial’s sales and distribution organization joins Enterprise Radio. Giertz has over 30 years of progressive financial services industry experience where he has consistently leveraged strategy, processes, and innovation to build profitable growth.
Conor Delaney, Founder of Good Life Advisors that is based on the impetus to promote a financial services culture dedicated to the client and the individual advisors, rather than a culture of sales and corporate profits joins Enterprise Radio.
Kimberly Clouse, Covestor’s Chief Client Advocate and Advisory Board Chair joins Covestor Radio to talk about trust in the financial services industry.
Bill DeShurko a portfolio manager on Covestor, an online marketplace for investing where people can replicate the trades of experienced investors joins Enterprise Radio. Bill uses several very defined investment strategies, one of which we’ll talk about today.
Yvette Busha the President and Owner of Intrinsic DM2 / Professional Daily Money Management with 30 Years of corporate and small business financial and accounting management joins Enterprise Radio.