Successful Financial Advisors Archives - The Prosperous Advisor Coaching Blog

Lillian Meyers CFP Financial Advisor in Sonoma CA

I am always fascinated by successful advisors who go above and beyond for their clients. This interview is with Lillian Meyers CFP ®, a financial advisor and planner in Sonoma California. She works with a unique target market, as you will see on her website and she has a very […]

Michelle Lee Wagner Financial Advisor in Tempe AZ

Written by Suzanne Muusers on

Michelle Lee Wagner – Financial Advisor in Tempe AZ I am always fascinated by advisors who have distinctive branding, whether on their own website, or on their social media pages. This interview is with Michelle Lee Wagner, CFP ®, an advisor in Tempe AZ. She works with a unique target […]

Successful Financial Advisors: Shanna Tingom Gilbert Arizona

Written by Suzanne Muusers on

In my work with the financial industry I occasionally run into advisors who are different in everything they do. One such advisor is Shanna Tingom. Her personality, drive, and enthusiasm are contagious. When you come into contact with Shanna, you can tell that she loves financial planning and you can […]