Liz Gillette is a Certified Financial Planner for Bay Point Wealth, specializing in financial planning for Millennials and Gen X-ers. Liz tackled her own path to financial freedom and consequently acquired a passion for empowering other women and men to transform their fiscal lives.
In this episode, Brian and Liz discuss:
- From Recruiter to Financial Advisor
- How Important is Client Experience
- Serving Clients in Their Earning Phase
- Navigating Financial Planning for Younger Clients
Talk With Brian Directly On How FourStar Can Help Grow Your Practice!
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