Who does a Daily Money Manager Serve? With Amy Carrick

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Recorded11 Sep 2020

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Handlerec:12292646

Show notes

WIth years of experience as a daily money manager, Amy Carrick serves the needs of those who are in the most need of help. In this episode, we talk about the roles that a daily money manager can play and how Amy handles the daily financial affairs of her clients. If you are interested in speaking with Amy, she can be reached at [email protected] or via telephone 864 915-5505. Make sure to check out her website at www.carrickconsulting.com If you have ever wondered what it looks like, to work with a financial advisor, email [email protected] or visit www.calendly.com/davidpf to schedule your 30 minute telephone, in person, or zoom conversation. Don't forget to check out www.weeklywealthpodcast.com

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