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Achievement-Based Planning for Those at the Cross Roads of Fame and Fortune with Mitch Martin
Manage episode 350343720 series 2892948
محتوای ارائه شده توسط Impact Communications, Inc. and Impact Communications. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Impact Communications, Inc. and Impact Communications یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
In this Swift Chat episode, Marie Swift speaks with Mitch Martin, founder and CEO of Stonebridge Wealth Management, about his work specializing in financial planning for clients in the arts, entertainmentm and sports industries. The two discuss his passion to give people who have acquired wealth suddenly a person they can trust to give sound advice, his focus on achievement-based planning, and aligning a client's investments with their values.
Learn more about Stonebridge Wealth Management at https://www.StoneBridgeAdvisers.com/
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