Jan 30 2023 70 mins 1
Corey and Shawn are joined by Ecivda’s Advisory Team for a roundtable talk and outlook on 2023. Brian Adams is a Founding President of Ecivda Financial Planning Boutique, Chartered Life Underwriter and Chartered Financial Consultant; Mike Lutes is a Certified Financial Planner and Chartered Life Underwriter; and Louai Bibi holds a degree in Economics and a background in financial analysis.
Together they discuss the shift in financial planning from a transactional product to a valuable client-advisor relationship. Enjoy their open discussion about aligning financial decisions with life goals, diversifying and creating risk appropriate portfolios, and the advantage of employee benefits for business owners.
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