Mr. Gummi Podcast
Step into Mr. Gummi's world and learn about all things marketing, branding, leadership, business management/start-up, franchising, CRM, and more. Bringing knowledge that you can apply to your small and local service businesses one-on-one, and alongside some guest business owners and professionals.
Sponsored by RedKnight.com
Mr. Gummi Podcast
Ep. 25 “Crap No One Tells You About Being a Financial Advisor” with Rick Wagner of Raymond James
On this episode of Crap No One Tells You, Rick Wagner joins us to talk about what goes into being a financial advisor. Many people fail to realize what a true financial advisor, or financial “craftsman,” truly helps their clients to achieve. Luckily, Rick is here to explain how financial advisors can help you mitigate risk and save for the future, what a broker check is, the importance of prioritizing financial goals, and much more!
Rick Wagner, CFP
Senior VP, Wagner Wealth Management of Raymond James
https://www.raymondjames.com/wagnerwm/about-us/bio?_=Rick.Wagner
Thank you to our sponsor, RedKnight!
www.redknight.com
RedKnight.com - our sponsor and host
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