6 Podcast Episodes
Taking the Leap of Faith: Becoming an Independent Advisor with Shanna Tingom
Taking the Leap of Faith: Becoming an Independent Advisor with Shanna Tingom
Shanna Tingom is the Co-founder of Heritage Financial Strategies, an organization dedicated to empowering clients to own... Read more
12 Apr 2022
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53mins
Shanna Tingom | Feeling Stuck? Confront Your Limitations
Shanna Tingom | Feeling Stuck? Confront Your Limitations
Shanna Tingom, founder and co-owner of Heritage Financial Strategies, shares the value of leading within a framework.
6 Jan 2021
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29mins
Ep 174: Leveraging Zapier And PreciseFP To Weave Together Independent Advisor Open Architecture with Shanna Tingom
Ep 174: Leveraging Zapier And PreciseFP To Weave Together Independent Advisor Open Architecture with Shanna Tingom
Shanna Tingom is the founder of Heritage Financial Strategies, a dually registered advisory firm that oversees nearly $5... Read more
28 Apr 2020
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1hr 42mins
Your Success Is Closer Than You Think with Shanna Tingom
Your Success Is Closer Than You Think with Shanna Tingom
Ever wonder if you should quit or keep going? You’re not alone. Shanna Tingom is the co-owner of Heritage Financial Stra... Read more
11 Feb 2020
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42mins
Episode 22: Passive vs. Active investing with special guest financial advisor Shanna Tingom
Episode 22: Passive vs. Active investing with special guest financial advisor Shanna Tingom
In this episode Kelsa talks with financial advisor to the stars Shanna Tingom about passive vs. active investing and oth... Read more
3 Nov 2017
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41mins
Shanna Tingom Reveals the Biggest Money Hurdles to Avoid
Shanna Tingom Reveals the Biggest Money Hurdles to Avoid
Scottsdale, Arizona - Shanna Tingom, financial advisor for Edward Jones, drops by the studio to reveal her unique twist ... Read more
23 Sep 2014
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1hr 2mins