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Discover the Duncan Difference

Podkast av Duncan Financial Group

engelsk

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Les mer Discover the Duncan Difference

Welcome to Discover the Duncan Difference, a behind the curtain look into the complex world of financial services. Hosted by Emily Steinkopf, this podcast offers invaluable insights, actionable strategies, and expert advice to help you navigate the landscape of personal and business finance, insurance, and more.Discover the services offered at Duncan Financial Group and how we can assist you, along with tips to enhance your financial well-being and overall quality of life.Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Duncan Financial Group are not affiliated.

Alle episoder

14 Episoder

episode Your Financial Advisors cover

Your Financial Advisors

This week we sit down with Colton Hearn, one of our financial advisors, to chat about what he does, how he came to Duncan, and what he loves about his job. If you're interested in working at Duncan Financial Group or thinking about becoming a financial advisor, this is a great episode to tune into! Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Duncan Financial Group are not affiliated.

14. okt. 2024 - 15 min
episode How We Help Financial Advisors cover

How We Help Financial Advisors

This week we sit down with Larry Qvistgaard, President and COO of our branch Duncan Advisor Resources. DAR is our wholesale branch where we serve advisors and clients across the country. We talk about how DAR started, what we do, and how we help financial advisors. Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Duncan Financial Group are not affiliated.

23. sep. 2024 - 24 min
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