Episode o63: Tom Grogan, Financial Representative with The Luttner Financial Group
Description
Welcome back to another episode of The Levity Floatcast!
In this episode, Dave chats with Tom Grogan, a financial representative of the Luttner Financial Group.
Tom shares his background, how he entered the financial world and gives us an overview of his unique approach with clients. Tom doesn't just sell products or policies to his clients, he talks with them about their long-term financial goals. These conversations can be extremely helpful to understand their current financial situation and map out a plan of action to help them reach their financial goals.
If you're curious about the financial world or want to increase your financial health, this episode is a great listen! Tom's straightforward, extremely knowledgable, and kind in his delivery to others. He also shares his opinion on using artificial intelligence with finances, the importance of life insurance, and how to maintain a healthy work-life balance.
This is a great episode with lots of interesting points and well worth the listen.
So sit back, relax, and floatcast 💰🏆💙
United States
