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
Living Our Mission | Episode 29
Confluence Financial Partners is committed to building a firm that endures - respecting our roots and striving to live our mission today and in the future: Maximizing Lives and Legacies.
In this episode, Greg Weimer, CEO, and Katie Montagazzi, CFP®, Director of Marketing, discuss the practice of envisioning what Confluence needs to look like in the future to best serve clients and the steps we are taking today to get there.
Join us for this conversation and visit our website to learn more: http://ConfluenceFP.com
Connect with us:
- https://www.linkedin.com/company/confluence-financial-partners/
- https://www.facebook.com/confluenceFP
- https://www.instagram.com/confluencefp/