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#119 Pivot client story w. Maddie - "I've seen financial advisers before, but knew there was a better way"

#119 Pivot client story w. Maddie - "I've seen financial advisers before, but knew there was a better way"

Mo Money

June 2, 202137m 55sExplicit

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Show Notes

In this episode, I chat with one of our lovely clients, Maddie who downloads how the experience that she had talking to a more traditional financial advisor, turned her away from financial advice for a bunch of years that she came to later regret some of the financial decision-making, hacks that she learned through the financial advice process.

And also, how she thinks is best to tackle finding the right advisor or the right person or team of people to help you with your money.

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