Ep. 121: If Your Advisor Said to Jump... Would You?
Mar 08, 2023•20 min•Ep. 121
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Episode description
Every detail in your financial plan matters, which is why trust in your advisor is just as important as the financial performance. Because client/advisor relationships are so complex, the guys describe their approach to aid clients in making decisions that balance their emotional and social needs without sacrificing the ultimate financial goal.
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