Episode 5 : Juan Ros, Financial Advisor for Forum Financial Management, LP.

Update: 2021-09-27

Description

In this episode, we talked to Juan Ros, financial advisor for Forum Financial Management about how he markets his practice.

Comments

In Channel

Dawn Santoriello, CFP, founder and CEO of DS financial strategies

2021-11-1229:07

Ekenna Anya-Gafu : CFO & Director of Planning at Bay Street Capital Holdings

2021-11-1234:29

Episode 6 : Lynn Evans, Founder of Women of Substance, LLC.

2021-10-1432:39

Episode 3 : Candice Gerlach, CPA.

2021-09-2927:10

Phil Weiss, CEO of Apprise Wealth Management

2021-09-2728:37

Episode 5 : Juan Ros, Financial Advisor for Forum Financial Management, LP.

2021-09-2736:51

Episode 4 : Mark Friedenthal, Founder of Tolerisk

2021-09-2442:50

00:00

financialadvisorsupport.com