Advising small businesses in the pandemic feat Jacob Millican

Share on twitter
Share on facebook
Share on linkedin
Share on email
Share on whatsapp

In this episode, we sit down with financial advisor Jacob Millican of 9M Investments. We discuss how he’s been working with his small business clients this year through the pandemic, how he uses Logicly analytics for maintaining portfolios and discussing investment outcomes with clients.

Subscribe for updates.