The Independent Advisors Podcast Episode 347: We Love A Motivated C Suite

About this episode

The episode discusses the importance of motivated C Suite executives in the context of financial management and offers listeners a chance to schedule a call to discuss their financial goals.

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 on X from Matt Cerminaro, who we have had on the podcast before, on 4.15.26 - https://x.com/mattcerminaro/status/2044546097230626819 Chart from Ryan…

People in this episode

Host: Mark McEvily

Guest: Matt Cerminaro

Topics covered

• financial goals
• wealth management
• C Suite motivation
• financial journey
• initial call

Keywords

• financial journey
• wealth management
• C Suite
• initial call
• LifeLock
• discounts
• financial goals

Sponsors

LifeLock

Mentioned in this episode

Organizations: Jessup Wealth Management

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