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Do your values align with your financial advisor?
Season 2
Episode 27
Published 2 years, 2 months ago
Description
Episode 67 - Do your values align with your financial advisor?
Description
The Money Pig Podcast Episode features Tim Goodwin discussing values alignment, investment philosophy, client experience, Inside Out 2 and financial planning, website and marketing. Key points included the importance of aligning values between clients and advisors, personalized financial planning, and addressing financial anxiety.