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Why We Are Advisors

Retirement Straight Talk With Paul & William

12-09-2023 • 23 minutos

Welcome back to Retirement Straight Talk With Paul & William. In today's episode, we're going to pull back the curtain and share the story of who we are and why we chose the path of financial advising.


Join us, as we dive deep into our personal journeys and experiences that led us to become financial advisors.


You'll get an inside look at the passion and dedication that fuels our desire to make a difference in people's lives. Through personal anecdotes and insights gained from years in the industry, we'll discuss the importance of financial literacy, the impact of financial decisions on our lives, and the satisfaction of helping others achieve their financial goals.


Understanding our journey will shed light on the dedication and passion that underpin our commitment to your financial success. We'll reveal the values and principles that guide our every decision as financial advisors.


Connect With Paul & William:


Click here to book a call with Paul

Click here to book a call with William

Connect with Paul on Linkedin

Connect with William on Linkedin

Follow William on Twitter

Read Paul's blog

Read William's blog


The views and opinions expressed in this podcast may not necessarily reflect those of IPC Securities Corporation. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.




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