OVER DEZE AFLEVERING
This week PJ introduces us to financial advisor and Detroit native, Clift Roach II. Clift shares the path he took to end up in the Financial Services industry and what he's doing today that distinguishes him from other advisors. Stay tuned for Clift's take on the biggest obstacles and opportunities he sees in the business today.
Useful links from this episode:
The Tenth Dot
Stay Connected:
PJ Shevlin: LinkedIn
Clift Roach II: LinkedIn
Engels
Verenigde Staten
TRANSCRIPTIE 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
OUDE AFLEVERINGEN ZOEKEN
Zoek naar eerdere afleveringen van The Tenth Dot.
ANDERE AFLEVERINGEN IN DEZE PODCAST
The Tenth Dot managing partner and host PJ Shevlin speaks with Joe Mallee, who currently serves as CEO and General Agent for Mass Mutual Eastern PA. Joe tells us how he got started in the business, shares his thoughts on the future of the industry, and highlights some of the opportunities he's…
PJ hosts Greg McRoberts, Managing Partner of WestPoint Financial Group. Following both his father and his grandfather into the financial services business, Greg had a clear vision of the scale and scope of the firm he wanted to build. Relentless in pursuing his vision of a firm that is a leader in …
In this week's episode, PJ has a conversation with Emmanuel Voumvourakis. Manny is a former portfolio manager, derivatives trader, and entrepreneur with around 20 years of experience in capital markets. Currently a Pitmaster, Manny has designed, constructed, and currently manages Smok-Haus, an…
This week PJ invited CEO and founder of ProWealthOne, Mitchell Rubin, to discuss his entrepreneurial background, his insight into the current and future state of the financial service industry, and share advice for individuals just getting started in the business. Mitchell is best known for his ski…
Disclaimer: De podcast en de illustraties die op deze pagina zijn ingesloten, zijn afkomstig van The Tenth Dot, eigendom van de eigenaar en niet gelieerd aan of goedgekeurd door Listen Notes, Inc.
BEWERKEN
Bedankt voor uw hulp bij het up-to-date te houden van de podcast-database .