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Josh Manifold, Bringing Access and Transparency to Value-Driven Clients
Manage episode 353509698 series 2895276
İçerik Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
Episode 61 replay - Josh joined Compass Ion in early 2012, bringing with him over ten years of investment management experience. He began his career with Benkovich & Associates and spent the next eight years with Wells Fargo Advisors.
During this time he focused on active portfolio management and retirement income for individuals and families. By focusing so well on clients’ needs, he was selected to join the Executive Council, an award based on client service, best practices, and overall productivity.
Learn more about how Josh Manifold works with clients here: https://compass-ionadvisors.com/people/josh-manifold/
WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.
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