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Owen Demmerly CFP, Increase Your Profits By Finding Your Niche
Manage episode 305134918 series 2895276
Konten disediakan oleh Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang dijelaskan di sini https://id.player.fm/legal.
Episode 31 - Experience & Expertise Owen specializes in working closely with individuals, families, and foundations/endowments to help them put in place better financial practices that result in achieving their short and long-term aspirations. At Greenspring, he is an integral part of the financial planning committee and leads the Baltimore chapter of The National Association of Personal Financial Advisors (NAPFA). Creating the best client experience is a passion for Owen.
You can learn more about Owen Demmerly by visiting his website here.
WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.
HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.
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