Episode Details
Back to EpisodesEpisode 66: Get the Most Out of Your Financial Planner
Published 1 year, 7 months ago
Description
How do financial planners demonstrate value? In this episode, John, Tommy, and Ben explain the intricacies of the client relationships they maintain as financial planners. They unpack the distinction between onboarding and ongoing client service, emphasizing the importance of maintaining a continuous partnership with your financial advisor.
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