Chris Sipes
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Descripción
In this episode of the Sonoma Wealth Advisor's SmartVest podcast, Dano Weir interviews Chris Sipes, a principal at Sonoma Wealth Advisors. They discuss the importance of working with a fiduciary...
mostra más- Introduction
- The importance of working with a fiduciary advisor
- Building trust with clients
- Chris's personal approach to financial advising
- The benefits of Dave Ramsey's Baby Steps program
- Getting intentional about your finances
- Why you should work with Sonoma Wealth Advisors
- Meet the Sonoma Wealth Advisors team
- The importance of the human touch in financial advising
- Conclusion
- Sonoma Wealth Advisors: sonomawealth.com
- Dave Ramsey: daveramsey.com
- Baby Steps program: daveramsey.com/baby-steps
- Chris Sipes on LinkedIn: linkedin.com/in/chris-sipes-640b1a39/
Información
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