In our first Client Spotlight, we spoke with Ryan Del Bigio, a Medical Device Sales Professional who is a client of Jason Stalker, a Conquest user and a featured advisor in our Advisor Spotlight Series.
In this video, Ryan talks about how he began his financial planning journey, his experience working with a financial advisor, and how he and his advisor use Conquest to help create his financial plan.
Thank you, Ryan, for sharing your perspective as a client who has benefited from your advisor's guidance. It's always amazing to hear the impact advisors who use Conquest have on those they serve.
#ConquestPlanning #AdvisorSpotlight #FinancialPlanning #WealthManagement
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