612b what to expect when meeting with a financial adviser
money money money · Glen James
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Show Notes
When should you consider meeting with a financial adviser and what can you expect when you do? Friend of the show Cara Williams is a financial adviser at Sufficient Funds and she joins us on the show to help answer all your burning questions such as:
👉🏾 what do financial advisers actually do?
👉🏿 what's the process of getting advice?
👉🏻 who should see an adviser and when?
👉 is there anything you need to do to prepare for the first meeting?
👉🏼 what questions are worth asking an adviser?
👉🏽 is there a difference between a financial planner and financial adviser?
👉🏾 how do product recommendations work?
👉🏿 what do advisers wish all their clients knew?
👉🏻 do financial advisers need their own financial advisers?
👉 do you have to see an adviser ongoing or can you see them just once off?
Head to https://sufficientfunds.com.au to book a 15 min chat with the Sufficient Funds team.
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