Episode 5
Ep 5: It’s Good To Have Awkward Conversations In Financial Planning
My Retirement Clarity with Lee Perkins
November 7, 201918m 27s
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Show Notes
Sometimes being a good financial advisor means having uncomfortable conversations. We’ll take a look at how advisors should help clients navigate various tricky situations. If you’re going to be working with a financial advisor, make sure they’re pushing you to address these kinds of topics.
Important Links:
Website: https://jlperkinswealth.com/podcast/
Call: 478-254-3550