Imagine That
Welcome to the 'Imagine That' podcast, a series of conversations about what matters most. Host Greg Weimer, CEO of Confluence Financial Partners, interviews some of the brightest minds around to help you learn to invest in yourself and take practical steps to get where you want to go. Whether you want to learn more about financial planning, nutrition, leadership — or you just need a motivational boost — this podcast exists to inspire you to live a well-planned life. • Confluence Financial Partners • 732 E McMurray Road McMurray, PA 15317 • Phone: 844.500.4655
Imagine That
Developing a Winning Culture: Confluence's Next Generation
In August of 2019, Confluence CEO, Greg Weimer sat down with a few of the firm’s younger associates to get their perspectives on wealth management, workplace culture, and life. Since that time, much has changed.
In this episode, we catch up with those same professionals: Randall J. Holcombe, CFP®, Director of Wealth Planning; Katie Montagazzi, CFP®, Director of Marketing and Communication; Gregory Weimer II, CFP®, CEPA, Chief Operating Officer; and Chuck Ziants, CFP®, Wealth Manager.
Join us as explore how Confluence has evolved, examine some of the reasons behind the firm’s success, and look ahead as we continue to improve and innovate on behalf of our clients.