Ep #30: Driving Outcomes Through the "Power of One" with Marko Ungashick
Marko joins the show to discuss advisor outsourcing, delivering financial wellness, managing accounts, and retirement income.
Marko Ungaschick is the CEO of GoalPath Solutions and a Founding Partner at Two West Advisors, which collectively have over $300B in assets under management. Marko has led GoalPath to become one of the industry's leading partners in helping advisors build and grow successful retirement practices. Today Marko joins the show to discuss advisor outsourcing, delivering financial wellness, managing accounts, and retirement income.
Marko has seen a lot of success in his innovative ways, and he really drives home the importance of learning from your wins, as well as your losses. Listen in to learn why working together with your team and learning from others in the industry is an essential part of the path to success. If you are searching for entrepreneurial and innovative inspiration within the retirement planning space, this episode is for you.
Marko has seen a lot of success in his innovative ways, and he really drives home the importance of learning from your wins, as well as your losses. Listen in to learn why working together with your team and learning from others in the industry is an essential part of the path to success. If you are searching for entrepreneurial and innovative inspiration within the retirement planning space, this episode is for you.
