How to Select A Financial Advisor You Can Trust (Webinar)

Take Your First Step Toward A Brighter Financial Future

Are you contemplating hiring a financial advisor? If you’ve spent any time researching, one thing is abundantly clear… trying to sort through the alphabet soup of certifications and job titles is confusing. 

You know exactly the type of advisor you want. You’re looking for a trustworthy professional who can help you accomplish your goals. You want someone who’s plain-spoken and can help you grow and protect your wealth.

Whether your needs are simple or more complex, it’s difficult to find someone who checks all these boxes. 

Until today…

Join me in this exclusive webinar as I unveil the simple steps you can take to sort through the noise and find the right advisor—one whose sole mission is to help you secure your financial future, no strings attached. 

Yes, finding a good advisor is often complicated, but it doesn’t have to be. Today is the day you find one who meets your needs. Today is the day you get the financial guidance you deserve. Today is the day you take the first step towards a brighter financial future.

Register now.


Ed founded ClientFirst Wealth Management, LLC. in 2007, after more than 23 years in the wealth management industry. Prior to launching ClientFirst, he spent 6 years as a Portfolio Manager and independent Branch Manager with Raymond...

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Jen originally is from Lake Charles, LA, but grew up in the Fort Worth, TX area, graduating with honors from Haltom High and Texas Woman’s University. After working in professional theatre for several years, Jen settled down to...

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