10 min
Living Our Mission | Episode 29 Imagine That
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- Investimentos
Confluence Financial Partners is committed to building a firm that endures - respecting our roots and striving to live our mission today and in the future: Maximizing Lives and Legacies.
In this episode, Greg Weimer, CEO, and Katie Montagazzi, CFP®, Director of Marketing, discuss the practice of envisioning what Confluence needs to look like in the future to best serve clients and the steps we are taking today to get there.
Join us for this conversation and visit our website to learn more: http://ConfluenceFP.com
Connect with us:
https://www.linkedin.com/company/confluence-financial-partners/https://www.facebook.com/confluenceFPhttps://www.instagram.com/confluencefp/
Confluence Financial Partners is committed to building a firm that endures - respecting our roots and striving to live our mission today and in the future: Maximizing Lives and Legacies.
In this episode, Greg Weimer, CEO, and Katie Montagazzi, CFP®, Director of Marketing, discuss the practice of envisioning what Confluence needs to look like in the future to best serve clients and the steps we are taking today to get there.
Join us for this conversation and visit our website to learn more: http://ConfluenceFP.com
Connect with us:
https://www.linkedin.com/company/confluence-financial-partners/https://www.facebook.com/confluenceFPhttps://www.instagram.com/confluencefp/
10 min