Episode Details

In this episode, I talk with Chase Ravsten and explore the importance of optimizing your investments for tax efficiency and building long-term client relationships. With over 14 years of experience in the financial services industry, Chase has honed his skills in sales, advisory roles, and strategic planning. As a licensed professional with a degree in Entrepreneurship and a deep understanding of investments and retirement, Chase is dedicated to helping his clients make informed financial decisions. Contact our guest: Website: https://vistia.com/ Email: cvasten@vistia.com Check out our website: www.nextlevelincome.com. Follow us on social media @thenextlevelincomeshow Get a free copy of our book and learn more about our course at: nextleveincome.com