The Independent Advisors Podcast Episode 339: Mark's Solo-sode

About this episode

Mark discusses financial goals and offers a call to action for listeners to schedule a consultation.

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs. Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you! There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently. If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today! Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $) Show Notes: Post from Gunjan Banerji on February 11th: https://x.com/GunjanJS/status/2021621102540476665?s=20 Post on X from Unusual Whales and Trendspider on February…

People in this episode

Hosts: Mark McEvily, Matt

Topics covered

• financial goals
• wealth management
• financial journey
• investment advice
• financial planning

Keywords

• financial journey
• wealth management
• initial call
• financial goals
• LifeLock
• investment advice

Sponsors

LifeLock

Mentioned in this episode

Organizations: Jessup Wealth Management, Unusual Whales, Trendspider

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