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
A Peek Under the Tent: Our Investment Advisory Committee
In the latest episode of the Imagine That podcast, Greg Weimer, host and CEO, sits down with Bill Winkeler, CFA, CFP®, Chief Investment Officer, for a “peek under the tent” of our Investment Advisory Committee.
At Confluence, we believe that the portfolio is the engine that powers our clients’ financial plans. As such, Greg and Bill discuss the multi-perspective management approach that is weaved into the Investment Advisory Committee, global events that have impacted the market, and the changes we’ve seen in the types of investment offerings available in recent years.
Tune in to gain valuable insights on how Confluence is navigating the complex financial landscape to help improve outcomes for clients and their families.