Helping Clients In Need Of Financial Education With Jim Conaway


Manage episode 281072861 series 2582140
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The path to financial independence starts with education. However, with so many resources out there, it can be difficult to take that first step. Walking clients who are in this position through this dilemma, Solomon Ali sits down with Jim Conaway of Blue Pacific Solutions Group. In this episode, Jim talks about helping clients in need of education to know what’s best and how they lead them to their investments and identify tax savings. He also shares some client stories where he helped take them from $2,800 a month of cash flow to $6,000 a month.

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