612b what to expect when meeting with a financial adviser

money money money · Mar 22, 2023 · 1h 1m

When should you consider meeting with a financial adviser and what can you expect when you do? Friend of the show Cara Williams is a financial adviser at Sufficient Funds and she joins us on the show to help answer all your burning questions such as:

👉🏾 what do financial advisers actually do?

👉🏿 what's the process of getting advice?

👉🏻 who should see an adviser and when?

👉 is there anything you need to do to prepare for the first meeting?

👉🏼 what questions are worth asking an adviser?

👉🏽 is there a difference between a financial planner and financial adviser?

👉🏾 how do product recommendations…