Shanna Tingom

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

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

29mins

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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

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

42mins

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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

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

1hr 2mins

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