Rod Zabriskie interviews Money Insights CEO, Christian Allen and invites him to talk about his life, how he got into the financial services industry, and financial myths that just get under his skin.
Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients.
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