Episode Details
Back to EpisodesWhat You Should Expect When You First Start Talking With a Financial Professional
Episode 65
Published 1 year, 4 months ago
Description
“Hey Mike, I’ve never worked with a financial professional before. What should I expect?” Discover potential red flags you can identify in the first appointment and what a first appointment should look like.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com.