In this episode, we have Richard Walsh an Investment Advisor at Raymond James, who has been advising clients in their wealth strategies for over 30 years! We get to talking about how he induct all his clients into his customer experience investment process entitled "THE NETWORTH NAVIGATOR PROCESS" a holistic investment process is comprised of four components Richard shares some tips on Create a well-thought-out and disciplined plan, and what’s coming up next for them. Make sure you check out their links down below and share with a friend if you enjoyed the episode. Always Remember to Invest In Yourself Phil Better ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ His LinkedIn: https://www.linkedin.com/in/rwalsh1Their Website: https://www.jeffreyquenneville.com/your-team/bio?_=Richard.Walsh ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Richard is a veteran of over 30 years in the Investment industry. He has a B.Sc. from Concordia University. He is licensed to provide securities investment advice and is also licensed to trade Options. Richard also has his Insurance of Person license and is licensed to sell insurance that allows him to maximize tax and estate management issues. ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~Invest In Yourself: the Digital Entrepreneur Podcast is an award-winning Podcast for Best Snobby Business Podcast 2020 and aims to be the reference for Business Owners, Entrepreneurs, Solopreneurs, Freelancers, and CEO’s that want to elevate their knowledge listening to fellow Entrepreneurs and specialist in their Industry share their story as well as lessons they learned along the way and how you can use it in your life or business. Your host Phil Better, the Podcast Mogul, has guests from different parts of the internet who have all 1 thing in common; they used the Digital space to create their business. Join as he learns about their struggles and some of the best advice they receive along their journey. Hear how he is taking his love of podcasting and helping businesses leverage the medium to connect with their ideal customers.   Join him in his journey to learn from some of the individuals who created the life he always wanted to have from his youth, on this amazing Podcast! The Website: www.investinyourselfpod.comThe Facebook Page: https://www.facebook.com/InvestinyourselfpodThe Facebook Group: https://www.facebook.com/groups/392876241780702The Instagram: https://www.instagram.com/investinyourselfpod/The Twitter: https://twitter.com/InvestinPod ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~   This podcast contains affiliate links. If you use these links to buy something we may earn a commission. Thanks. For the best VPN protection go with NordVPN: https://go.nordvpn.net/SH32M This Season of Invest In Yourself: the Digital Entrepreneur Podcast is Sponsored by the following companies: Sarlat Rugby: https://sarlatrugby.com/ Uniqorn Incubator: https://uniqornincubator.com/ Startup SuperCup: https://startupsupercup.com/