Ep. 035 Ecivda Advisory Team, Value in Advisor-Client Relationships, Retirement Planning, and Albert Einstein's wise words!
Mind and Money · Ecivda Financial Planning Boutique
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Show Notes
Corey and Shawn are joined by Ecivda's Advisory Team for a roundtable talk and outlook on 2023. Brian Adams is a Founding President of Ecivda Financial Planning Boutique, Chartered Life Underwriter and Chartered Financial Consultant; Mike Lutes is a Certified Financial Planner and Chartered Life Underwriter; and Louai Bibi holds a degree in Economics and a background in financial analysis.
Together they discuss the shift in financial planning from a transactional product to a valuable client-advisor relationship. Enjoy their open discussion about aligning financial decisions with life goals, diversifying and creating risk appropriate portfolios, and the advantage of employee benefits for business owners.
Connect with Corey, Shawn, and Ecivda Financial on Instagram, FB, LinkedIn, YouTube & Twitter.