Carter talks with David about his unconventional entry into financial advising during the early 2000s dot-com bust. Listen as David shares how his client-first approach – rooted in strong values, clear communication, and high-quality service – helped his team build a thriving wealth management practice. Beyond his career, David values the flexibility to prioritize family and enjoys leaning into community-building programs.

Folgen-ID: 1000700913780

GUID: 5f7c345a-8368-4a5b-b8af-8f0ecdfc773b

Erscheinungs­datum: 26.3.2025, 14:00:00