Latest / The Executive Financial Planning Podcast
S1E1 - If Your Advisor Only Manages Investments, You're Paying for Half a Plan
The first episode in this ten-part series is an introduction to the tremendous value that financial advisors can bring to the lives of busy professionals. Not working with an advisor or working with the wrong advisor may be costing you thousands in missed opportunities every year. Listen along to find out how!
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.