28 MMP 14-28: Paul Sloate of Green Drake
Hosts: Charlie Shields of Wells Fargo Advisors, LLC Guests: Paul Sloate of Green Drake Partners Listen to Show
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15 MMP 14-15: The shift to Goals Based Wealth Management and the positive impact this holds for investors. Patricia Dunn
Hosts: Paul Sloate of Green Drake Partners & Charlie Shields of Wells Fargo Advisors, LLC Guests: Patricia T. Dunn, CAP The Dunn Group Senior Vice President- Wealth Management Wealth Management Advisor PIA Program Portfolio Manager Connect with … Continue reading →
MMP 14-12: Chuck Steege of SFG Advisors
Hosts: Paul Sloate of Green Drake Partners & Paul Mitchell of The Republic Bank Guests: Chuck Steege of SFG Advisors Listen to Episode:
Continue reading →MMP 14-08: Jane Scaccetti, CPA of Drucker & Scaccetti
Hosts Paul Sloate of Green Drake Partners & Brian Kohute of HJ Wealth Management interviews guest Jane Scaccetti, CPA of Drucker & Scaccetti. Listen to Episode:
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