
Financial Advisor's Workshop with Brian Kasal #29 Helping Any Client To Retirement In 20 Years w/ Laura Holcombe - Financial Advisor at Resource Financial, Inc.
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Laura Holcombe (https://www.resourcefinancial.com/) is a third generation graduate of Oregon State University and has worked in financial services since 1985. Laura has Series 7 and Series 66 registrations.
She is life and health Insurance licensed as well as being a Stock Broker and Investment Advisor Representative.
Laura honed her speaking skills at the local Toastmasters International, and along with the other advisors in the firm, she teaches classes throughout the year at Portland Community College and local businesses.
She shares her secrets on building lasting relationships with new clients, anchored around trust, personality, and customer service.
LinkedIn: https://www.linkedin.com/in/laura-holcombe-cfp%C2%AE-07ba9999/
Website: https://www.finra.org/
Website: https://www.sipc.org/
Website: https://www.resourcefinancial.com/
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