Optimizing Financial Planning with Alex Chalekian

Episode 263,   Apr 22, 2019, 07:01 AM

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.
Click here for WealthCompass
Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at Contact@GeorgeGrombacher.com.

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.

Click here for WealthCompass

Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at Contact@GeorgeGrombacher.com.

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