1-24-21 – Jamie Shibley - Expressing Gratitude

Money Sense

Jan 25 2021 | 00:44:48

00:00 / 00:44:48

Hosted By

Show Notes

Anne Mank, CFP®, CPA, EIG Wealth Advisor, talks with Jamie Shibley, CEO and Founding Partner of The Expressory, about different ways that businesses can show gratitude and grow relationships through giving.

Other Episodes

Episode 152

February 22, 2021 • 00:41:47

2-20-21 – Melinda Stuart - Downsizing & Senior Moving Services

Anne Mank, CFP®, CPA, EIG Wealth Advisor, is joined by Melinda Stuart, Owner of Smart Moves and Certified Senior Moves Manager, to discuss downsizing,...

Episode 139

October 26, 2020 • 00:41:02

10-24-20 - Mary Beth Freckmann - Real Estate Updates & Caring for Children with Special Needs

Anne Mank, CFP®, CPA, EIG Wealth Advisor, is joined by Mary Beth Freckmann, Sales Executive & Licensed Realtor with Keller Williams to discuss independent...

Episode

May 01, 2022 • 00:49:59

Creating Stronger Bonds with Employees with Jackie Ludwig & Sean Magennis

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor sits down with Sean Magennis and Jackie Ludwig Co-Founders of Lumini to discuss what companies learned...