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Get ways you can grow your business, grow your leadership, grow your team and most importantly, grow yourself.
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Monday Dec 05, 2022
Monday Dec 05, 2022
Welcome to In The Growth Space. If you’re a business leader with a hunger for growth, this podcast is for you!
This week David is joined by Reagan Wagner, the CEO and managing principal of Strategic Financial Concepts, LLC, a Registered Investment Advisory firm where he holds his Series 65 license. He holds his Life and Health Insurance licenses along with his Series 6, 7, 63 and 24 licenses held through LPL Financial. Reagan's financial practice is a goals-based practice focused on estate and wealth planning for clients with a net worth of $5 million or more.
In this episode, you’ll hear David & Reagan discuss:
- Reagan’s experience working with his father
- The origins of the 5 “F’s”
- Advice for young leaders & entrepreneurs
- Succession planning
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Check out https://www.davidmcglennen.com/podcasts/in-the-growth-space-2 for links, transcript, and more details
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