Preview Mode Links will not work in preview mode

Mar 20, 2019

March 20th brings the next podcast, Empower the Client. The career story of Autumn Soltysiak, CFP®, SagePoint Advisor in Traverse City, Michigan, will be featured.  Autumn will share how her education, career decisions and milestones got her to today’s role.  She will reveal what “coaching clients” means along...


Mar 6, 2019

Queen of Awesomeness, that’s the title of our next podcast premiering on March 6th. Mary Sterk, CFP ®, Woodbury Advisor, and President, CEO of Sterk Financial Services in Dakota Dunes, South Dakota, will share her career story along with her philosophy, “…the only thing that money really does is buy...