Episode

Join this conversation with financial advisor, Chad Harmon, partner with A&I Wealth Management. Learn about what it takes to be successful in business, a few personal stories, and a great introduction to a key person in the A&I team. Learn about the culture here, and how the firm we attract talented young talent. What are the key values that determine the goals? How can our listeners deliver this in their own firms? Future workforce, learn about what we see in the future for the industry, the profession, the markets and more. Finally, what is the big financial mistake and how can we avoid it?
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As a quick reminder, the Expert Network Team provides free consultations. We would love the opportunity to be of service to you or someone you care about. Just scroll the liner notes to contact one of our experts or today’s guest. And please share this podcast with anyone who you think might find it interesting.

As always, it is good to have an expert on your side.

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Our guest:

Chad Harmon
Partner, A&I Wealth Management
(303) 690.5070
[email protected]

The Expert Network Team provides a free consultation.

Nathan Merrill
Legal Expert
Goodspeed, Merrill
(720) 473-7644
[email protected]
www.goodspeedmerrill.com

Jeff Krommendyk
Insurance Expert
One Digital Insurance Agency
(303) 730-2327
[email protected]

Karl Frank
CERTIFIED FINANCIAL PLANNER™
A&I Wealth Management
(303) 690.5070
[email protected]

Investment advisory services offered through A & I Financial Services LLC, registered investment advisor. Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC.

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