Lifeblue’s Post

Name: Lifeblue on LinkedIn: For National Financial Awareness Day, we wanted to share how we’ve helped…
Uploaded: 2024-08-14T16:49:26.609Z
Channel: Lifeblue
Description: For National Financial Awareness Day, we wanted to share how we’ve helped CD Wealth Management keep their clients in the know about how their investments are being managed. As we share in our case study below, we worked with CD Wealth Management to build out a library of content that showcases the company’s knowledge and expertise. Read more at https://lnkd.in/gXgZfdEz

Lifeblue

2,141 followers

2mo

For National Financial Awareness Day, we wanted to share how we’ve helped CD Wealth Management keep their clients in the know about how their investments are being managed. As we share in our case study below, we worked with CD Wealth Management to build out a library of content that showcases the company’s knowledge and expertise. Read more at https://lnkd.in/gXgZfdEz

Transcript

See, Wealth Management is a collection of professionals that show up every day on behalf of our clients and families that we work with to help make sure that the money they have continues to perpetuate so that no matter how long they live, the money is always there. This business is all about trust. The most important thing is, do I trust my financial advisor? Our job is to ensure our clients understand everything going on with their money, putting the client first always.

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