Posts Tagged ‘financial’
Inside Financial Architects Episode 18
How did this career changer end up as an advisor at Financial Architects? Chavez Vincent is our guest as he discusses what makes FAI such a strong culture, how he helps clients live a life of freedom, and what he has learned over the past 6 years. Chavez is joined by Host Matt Dery.
Read MoreSuccession Success: The Q5 Podcast Episode 3
On Today’s episode of Succession Success: The Q5 Experience Podcast, our host (FAI’s own) Matt Dery talks to Chris Meso, owner and founder of T Rex Advisory. Chris is also on the Q5 team assisting on the Business side with his expertise on guiding owners to build their ultimate transferable value. Meso discusses his hands-on…
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