Clay Dunkle
16 de abr. de 2023 ·
17m 42s
Regístrate gratis
Escucha este episodio y muchos más. ¡Disfruta de los mejores podcasts en Spreaker!
Descarga y escucha en cualquier lugar
Descarga tus episodios favoritos y disfrútalos, ¡dondequiera que estés! Regístrate o inicia sesión ahora para acceder a la escucha sin conexión.
Descripción
In this episode of the Sonoma Wealth Advisors Smart Investor Podcast, Dano Weir, the marketing director, interviews Clay Dunkle, a financial advisor at Sonoma Wealth Advisors. They discuss various topics,...
mostra más
In this episode of the Sonoma Wealth Advisors Smart Investor Podcast, Dano Weir, the marketing director, interviews Clay Dunkle, a financial advisor at Sonoma Wealth Advisors. They discuss various topics, including how Clay first encountered Dave Ramsey, his experience working at Sonoma Wealth Advisors, and the quality of tools they use to help clients. Clay also shares his passion for coaching baseball and working with clients who are goal-oriented and working towards achieving their financial goals. Chapters
mostra menos
- Introduction (00:00:00)
- Meet Clay Dunkle (00:01:08)
- How Clay first encountered Dave Ramsey (00:02:56)
- What it's like to work with Sonoma Wealth Advisors (00:06:35)
- Clay's passion for coaching baseball (00:10:09)
- Who Clay likes to work with (00:11:44)
- The quality of tools used at Sonoma Wealth Advisors (00:14:25)
- Why someone should choose Sonoma Wealth Advisors (00:18:14)
- Conclusion (00:20:29)
- Sonoma Wealth Advisors: https://sonomawealthadvisors.com/
- Dave Ramsey: https://www.daveramsey.com/
- SmartVestor Pro: https://www.daveramsey.com/smartvestor
- Ramsey Solutions: https://www.ramseysolutions.com/
- Smart Investor Podcast: https://www.ramseysolutions.com/shows/smart-investor
- Santa Rosa: https://www.visitsantarosa.com/
- Napa: https://www.visitnapavalley.com/
Información
| Autor | 707 Media |
| Página web | - |
| Etiquetas |
Copyright 2024 - Spreaker Inc. an iHeartMedia Company
