Steve is the Principal and Owner at Ascent Wealth Management and an AFA Board Chair. He chats with Ben about what’s changed and developed in his practice over the last fourteen years, and the steps he’s taken to future-proof the business.
Steve Nielsen LinkedIn
Ascent Wealth Management Website
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You can get a transcript of this podcast here
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#442 Josh Derrington
Josh is Chief Investment Officer at Alvia Asset Partners. He and James discuss his experience managing investments for …
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441 Joel Gleeson and Paul Cupic
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#440 Tom McDonald
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