Scott was joined virtually by Jeff Hoenle for an informative discussion on optimizing your time and practice. Jeff epitomizes what it means to be a Wealth Manager. He is Co-Founder and CEO of Platinum Wealth Management Group and lead educator of APEG (Advanced Planning Education Group). He shares how he got his start in the industry, how he values education and designations to show his clients he is an expert. Jeff shares the Why and Vision behind the creation of APEG to assist other financial planners, estate planning attorneys and CPA's in a mutually beneficial education based national community. ** This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@mailpcwest.com
Scott was joined virtually by Jeff Hoenle for an informative discussion on optimizing your time and practice. Jeff epitomizes what it means to be a Wealth Manager. He is Co-Founder and CEO of Platinum Wealth Management Group and lead educator of APEG (Advanced Planning Education Group). He shares how he got his start in the industry, how he values education and designations to show his clients he is an expert. Jeff shares the Why and Vision behind the creation of APEG to assist other financial planners, estate planning attorneys and CPA's in a mutually beneficial education based national community.
Connect with Scott on LinkedIn
Connect with Jeff on LinkedIn
For more on The Optimized Advisor Podcast click here
For more on Platinum Wealth Management click here
For more on APEG click here
Follow us on LinkedIn
Follow us on Instagram
Follow us on Facebook
**
This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@mailpcwest.com