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It’s very important to understand when becoming your own banker to understand the four characters in the financial play. They are The Depositor, The Borrower, The Banker & The Banker Owner. Each of these characters plays a vital role in successfully achieving your financial objectives. Tune in to hear Jayson & Richard discuss these four characters, their roles & what each of them can help you achieve.
Wealth On Main Street 279: Break the Cycle: Build Wealth on Your Own Terms with Joseph Romualdi What happens when your lifelong career ends,...
Wealth Without Bay Street EPISODE 125: Featuring on today’s episode is Tim Yurek, the founder and CEO of Tier 1 Capital, a leading national...
In this episode of the advisor series, Peter Lount is a licensed IBC practitioner and advisor with Ascendant Financial since 2019. He helps households...
