We often talk on the podcasts about what it’s like to become a client. But what about after a month? A year? Let’s talk about what the short and long-term relationships should look like between an investor and a financial advisor.
The Plan Wise, Retire Free Podcast
What It’s Like To Be A Client
ON THIS EPISODE:
Subscribe With Your Favorite App:
We will be finishing up our conversation on some of the major debates for pre retirees and retirees. Tune in for part 2 of our discussion.