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Podcast: Band of Traders - Together We Trade
Episode: James Woodall: CFP and Founder of Woodall Wealth Management
Description: Joining us in the shop this week is James Woodall, CFO and founder of Woodall Wealth Management. Listen along as we discuss everything from learning futures and technical analysis in an agriculture class, how he learned from managing high wealth client portfolios and the 6 big behaviors he preaches to help his clients get to the next level of investing.About James:Before starting Woodall Wealth Management, James worked for a well-known mutual fund and brokerage firm where he talked to thousands of clients and worked on hundreds of thousands of accounts, showing him what worked...