Videos

Sep 20, 2022

What Are You Receiving for the Fees You Pay?

Videos

Over my 42 years, the financial industry has evolved into a fee-based model. I was an early adopter and I applaud the transition because it […]

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Jun 15, 2022

Bear Market Playbook (Video)

Videos

Learn how Interchange Capital Partners handles a Bear Market and what you could be doing.  

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May 05, 2021

Developing A Clear Vision For Your Future

Videos

Do you have enough money to live the life you have grown accustomed to? Learn how our cash flow analysis can monitor, in real time, […]

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May 05, 2021

Exit Planning

Videos

Watch the video below for a walkthrough of our Exit Planning Process.

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Sep 03, 2020

What’s in a Name?

Videos

For some, it is just a name, for us it is a statement of what we are and why we do what we do. Interchange […]

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