Episode 65
What You Should Expect When You First Start Talking With a Financial Professional
October 25, 202417m 28s
Audio is streamed directly from the publisher (media.transistor.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
“Hey Mike, I’ve never worked with a financial professional before. What should I expect?” Discover potential red flags you can identify in the first appointment and what a first appointment should look like.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com.
Topics
personal financeadvisorinvestment advisoradvicefinancial professionalinvestmentsmarketsretirement