Best Of Free Money Radio
Maximize the Relationship with your Financial Planner
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:51:59
- More information
Informações:
Synopsis
In the first show of the 2022, Steve and Mark talk about the importance of the client/planner relationship. While the money client's invest is their own, financial planners can be valuable sounding boards to avoid financial mistakes.
