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Upticks: A Financial Planning & Investment Podcast — Falcon Wealth Advisors New Team Structure (Ep. 169)
Not scored yet16m·2021-11-11·Money

Falcon Wealth Advisors New Team Structure (Ep. 169)

Upticks: A Financial Planning & Investment Podcast

As many listeners know, Falcon Wealth Advisors is growing rapidly. With all these new clients and the desire to provide everyone with excellent service, we've been busy hiring new team members and growing the roster. On this episode of Upticks, Jake highlights the team, and shares details about their roles, so clients…

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