Advice First

Auteur(s): Robert Clark
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  • Résumé

  • They’re out to sell you something. This is Advice First.
    © 2025 Advice First
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Finances personnelles Gestion et leadership Marketing et ventes Réussite personnelle Économie
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Épisodes
  • Q1 2025 Investment Management Webinar

    Q1 2025 Investment Management Webinar
    Apr 11 2025

    Chris and Robert take a deep dive into the current state of the economy, and offer valuable advice going forward.

    www.prosperitasfin.com

    661-255-9555

    info@prosperitasfin.com
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    1 h et 1 min
  • Behind the Advisor: Fred Wachtel

    Behind the Advisor: Fred Wachtel
    Jan 10 2025

    Robert and Chris talk to Prosperitas advisor Fred Wachtel about college planning, investment advice, and what it was like coming all the way from New York to LA. Plus, see what "The Comish" has to say about fantasy football!

    Prosperitas Financial
    661.255.9555
    info@prosperitasfin.com
    www.prosperitasfin.com
    25060 Avenue Stanford, Suite 100
    Valencia, CA 91355

    Fred Wachtel - fwachtel@prosperitasfin.com

    Looking for more content? Check out our Social Media pages.
    Facebook - / prosperitasfin
    LinkedIn - / prosperitasfin
    Podcast - https://advicefirst.buzzsprout.com/
    Instagram - / prosperitas_financial

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    1 h et 3 min
  • Behind the Advisor: Rian Denich

    Behind the Advisor: Rian Denich
    Jan 3 2025

    Robert and Chris talk to Prosperitas advisor Rian Denich about building a career straight out of college, finding passion in the financial industry, and the best ways to build client relationships.

    Prosperitas Financial
    661.255.9555
    info@prosperitasfin.com
    www.prosperitasfin.com
    25060 Avenue Stanford, Suite 100
    Valencia, CA 91355

    Looking for more content? Check out our Social Media pages.
    Facebook - / prosperitasfin
    LinkedIn - / prosperitasfin
    Podcast - https://advicefirst.buzzsprout.com/
    Instagram - / prosperitas_financial

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    52 min

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