Smart and comprehensive planning, asset allocation, retirement, and wealth management. This episode features #ThoughtLeader and #Expert Jessica Matthews (linkedin.com/in/jessica-matthews-cfp®-cdfa®-1aaa324a), a certified financial planner, Independent Registered Investment Advisor, and certified divorce financial analyst with a brokerage license.
Jessica’s specialties are in wealth management, financial planning, investment advisory services, portfolio construction, and asset allocation.
To learn more about Jessica Matthews’ objective investment advice and financial guidance, visit beaconpointe.com. For more information on financial planning and her investment strategies, go to linkedin.com/in/jessica-matthews-cfp®-cdfa®-1aaa324a.
The Special Credibility Episodes of Thought Leader Life is designed to showcase your credibility. This 6-8 minute interview with Mitchell Levy covers your CPoP (Customer's Point of Pain), what you do to solve that, what gives you the credibility to help your clients solve their pain, and how you share your credibility with others.