Centrus Financial Strategies

The Plan Wise, Retire Free Podcast

What It’s Like To Be A Client

ON THIS EPISODE:

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.

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Reach Out:

Contact – Call: 800-779-4592

More Episodes:

Top 9 Financial Debates, Part 2

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.

Contact:

Website: https://centrusfs.com/podcast/  

Call: 800-779-4592