Subscribe & Listen to the #OnTheStacks Podcast on Apple Podcasts, Spotify, Google Podcasts, iHeartRadio, Amazon Music, and Stitcher.
Episode 72: #OnTheStacks in the blu door studio with Daniel Reitz, senior partner at blu door Financial. In this episode, Dan shares his experiences working for a big Wall Street firm for 31 years before joining blu door.
We talk sales vs. consultant approach; not selling a product, but how to offer a developed solution. Dan also shares his knowledge on creating and mapping out a financial plan, wealth accumulation, and risk management. Bonus at the end: living life with intention.
If you enjoy our podcast and want to support us, you can do so by purchasing some MERCH!
Your purchase will help us keep the mics on and content flowing!
If you’d like to be a guest on our show, please fill out this questionnaire.
Links and more from this Episode:
Subscribe & Listen to the #OnTheStacks Podcast on Apple Podcasts, Spotify, Google Podcasts, iHeartRadio, Amazon Music, and Stitcher.
Engage with us on Social Media:
Facebook | Instagram | LinkedIn | Twitter | Website
Photos by Darren Elias
Latest posts by Bill Corcoran Jr. (see all)
