Tuesday Jan 09, 2024

Optimizing Financial Planning with Alex Chalekian

On this show, we talked about creating environments where people can be comfortable and the financial planning process can be most effective as well as how incorporating technology can improve results with Alex Chalekian, CEP, Founder and CEO of Lake Avenue Financial. Listen to learn if and when technology will ever replace financial planners!

For the Difference Making Tip, scan ahead to 18:11!

You can learn more about Alex at LakeAveFinancial.com, LinkedIn, Facebook and Twitter.

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