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Sam Jones, CFP, AFC Networking His Way To Business Success
Manage episode 338146805 series 2895276
内容由Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James提供。所有播客内容（包括剧集、图形和播客描述）均由 Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Episode 67 - Sam is passionate about helping others achieve their financial and personal goals. He loves helping people to change their behavior and better their lives. Sam specializes in helping young professionals, real estate investors, and small business owners.
Sam is an Accredited Financial Counselor® and a CERTIFIED FINANCIAL PLANNER™. He has more than 5 years of experience in the financial services industry. He recently graduated from Utah Valley University’s (UVU) Personal Financial Planning program. While in school, Sam was President of UVU’s Money Management Resource Center for two years. Sam led a team of over 30 coaches who coached students, faculty, and community members to help them improve their finances. Sam has worked for several financial planning firms but decided to work at VCM because of the high quality of financial planning work done here. Click to learn more about the AFC® Certification or CFP® Certification.
Sam loves spending time with his family, boating, snowmobiling, and volunteering in the community. Learn more about Sam Jones here: https://vitalitycap.com/sam-jones/
WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.
HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.
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