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Jun 22, 2022

In this private practice series, ‘We Are Wildly Successful’ CEO, Nermin Jasani discusses connecting the dots by creating a knowledgeable team of professionals that work together to create efficiencies in a doctor’s financial life that could improve output and add time back to their day.  Our conversation provides greater insight into her process and examples of how she has helped grow individual practices.

 

 

The views expressed in this recording are the personal views of the participants as of the date indicated. And do not necessarily reflect the views of Atlas Private Wealth Management, LLC. This podcast and blog do not represent an endorsement of any of the companies or individuals mentioned, nor do they represent an endorsement of the information and/or opinions such individuals have provided.  Connectus Group, LLC, utilizing the business name Connectus Wealth Advisers, is the parent company of Atlas. Investment advisory services are offered through Atlas.To view important disclosures visit https://atlaspwm.com/introducing-planning-call-blog/.