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Episode 16: David Erickson
Manage episode 453255547 series 3572816
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David Erickson, a seasoned financial advisor with nearly 20 years of experience, discusses his journey to becoming a financial advisor, the importance of connections and certifications, and the power of saving early. David emphasizes the need for financial literacy and the strategies for effective saving, while also addressing the stress that can come with managing clients' finances. The conversation highlights the rewarding aspects of being a financial advisor, particularly the relationships built with clients over the years.
Website: https://www.lifesambitionpodcast.com/
Patreon: https://www.patreon.com/LifesAmbitionPodcast
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