Episode 66: Get the Most Out of Your Financial Planner
Federal Employee Financial Planning Podcast · Mason & Associates
May 27, 202444m 30s
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Show Notes
How do financial planners demonstrate value? In this episode, John, Tommy, and Ben explain the intricacies of the client relationships they maintain as financial planners. They unpack the distinction between onboarding and ongoing client service, emphasizing the importance of maintaining a continuous partnership with your financial advisor.
Access the full show notes at Mason & Associates, LLC