Lisa Camacho, Embracing Digital Tools To Elevate The Client Experience

اشتراک گذاری

Manage episode 294581872 series 2895276
توسط Na'eem Hall, Carter Wilcoxson, and Tim James توسط Player FM و جامعه ما پیدا شده است - کپی رایت توسط ناشر، و نه متعلق به Player FM، و صدا به طور مستقیم از سرور های آنها پخش می شود.برای پیگیری به روز رسانی در Player FM دکمه اشتراک را بزنید، و یا فید URL را به دیگر برنامه های پادکست بچسبانید.

Episode 8 - Lisa Camacho has spent her professional career in executive sales, management, and business ownership. In 2011, God changed her professional direction to focus on wealth development and investing as stock market traders. In 2016, Lisa along with her husband David started focusing their efforts exclusively on helping individuals and families with Estate Planning, Retirement Planning, and Tax-free Income Planning. Together, they have helped hundreds of clients develop a solid retirement plan so they, too, can establish their own Legacy!

To contact Lisa or learn more about Family Succession Planning:

WEALTH: Not getting enough clients? GO TO: Book a FREE 15 minute Client Acquisition Consultation with Carter or his team member.

HEALTH: Not getting enough veggies? Go to and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

See for privacy information.

34 قسمت