3 Phases in Choosing A Financial Planner | HMM 016
Sep 24, 2015•20 min•Season 1Ep. 16
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Episode description
Financial planning can be so intimidating, but not if you have the right financial planner watching your back. In this episode I share with you the 3 phases I consider super important when choosing a financial planner. We talk about what financial planners do so we are all on the same page. I share with you the resource equivalent of Better Business Bureau but for this financial industry, what question you can ask to get some good intel and so much more!
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