Carter Wilcoxson Navigating the Complexities of the Financial Industry with Lisa Malick Interview
Eliances Heroes in Business · David Cogan
May 26, 202459m 7s
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Show Notes
Welcome back to the Health and Wealth podcast, hosted by Carter and Tim. In this week's episode, the dynamic duo is joined by a special guest, Lisa Malick, a certified financial planner based in Colorado. Lisa shares her unique journey into the financial advising industry, which was fueled by personal experiences and a desire to make a meaningful difference in people's lives.
Interviewed by Carter Wilcoxson https://www.csifg.com/