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

Power Your Advice

English - October 13, 2022 12:51 - 19 minutes - 26.3 MB
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Previous Episode: Episode 116 – Tailoring the Solution – With Louis Tranquilli

Next Episode: Episode 118 – Keeping Focus on the Long Term Trends – With Ed Butowsky

Karl Frank is the president of A&I Financial services based out of Colorado, a company set on helping a number of successful families grow and protect their investments. Live from the Axos Advisor service conference, Focus on the Future, in Denver Colorado, Doug and Karl discuss the role of a generational advisor and the importance … Continue reading Episode 117 – Preparing Clients and Protecting Funds – With Karl Frank →