Manage episode 245995150 series 1523035
In this episode of the CapEd Case Study Hour, financial advisors Brian Wiley and Jeremiah Bates sit down to discuss some recent ways Tree City Advisors have been able to help non-clients in important, if not at all lucrative ways, and why referrals to trusted professionals are so valuable. Then, "buy low, sell high" is a well-known turn of phrase, but how does one put that into practice? Finally, a quick chat about side gigs, and how that can be leveraged.
Brian Wiley, Financial Advisor www.treecityadvisors.com