Episode 116 – Tailoring the Solution – With Louis Tranquilli

Power Your Advice

English - October 13, 2022 12:49 - 18 minutes - 16.3 MB
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Previous Episode: Episode 115 – A Quantitative Approach to Investing – With Art Day

Next Episode: Episode 117 – Preparing Clients and Protecting Funds – With Karl Frank

Louis Tranquilli, founder and leader of Tranquilli Financial Advisor, an independent full service financial firm located in the historic town of Clinton, New Jersey, brings his 31 years of experience to the podcast. Coming live from the Axos Advisor service conference, Focus on the Future, in Denver Colorado, Doug and Louis discuss the importance of … Continue reading Episode 116 – Tailoring the Solution – With Louis Tranquilli →