Episode Details
Back to Episodes
Never walk out the door without THIS from your financial advisor
Published 1 year, 3 months ago
Description
A new study shows many people are not getting this most important planning tool from their financial advisor. Don’t let this happen to you. Plus: What happens when you ask Charisse for a second opinion on your current financial plan?
Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube!
See omnystudio.com/listener for privacy information.