This Week on our Advisory Shows

This Week on our Advisory Shows

Registered Investment Advisors Podcast with Seth Greene airs episode 194 on March 5th with Joe Bert. Joseph F. Bert, CFP®, AIF®, the Founder of Certified Financial Group, Inc., has been in the financial planning profession since 1976. He is also CEO of Certified Advisory Corp, a Registered Investment Advisor. Listen to this insightful RIA episode about creating a multi-billion dollar RIA.

The Sharkpreneur Podcast with Seth Greene airs episode 1129 on March 5th with Dave Wolcott. Dave Wolcott is a visionary wealth strategist dedicated to uncovering the financial strategies of the ultra-wealthy. Listen to this informative Sharkpreneur episode about the five-phase blueprint for building exponential growth.

Sterling Insights with Roger & Katherine Silk airs episode 15 on 3/5 with Will Rodriguez. In this episode of Sterling Insights, host Roger interviews Will Rodriguez, a seasoned financial planner at Briggs Wealth Management, discussing the importance of personalized wealth management strategies for pre-retirees and retirees with significant assets. Will emphasizes the firm's client-centric approach and customized portfolio management techniques, ensuring clients' financial goals are prioritized and their wealth is safeguarded for future generations.

See you next time!