The Biggest Financial Decision
Today on this special ASV, we’ll examine the biggest decision you can make – the decision to hire a financial professional. We’ll sort through some of the confusion (including descriptions and phrases used to identify the professionals available), consider what is being advised, and land on the 5 types of financial offices or services (and of course there are combinations). In the end, we’ll offer clarity around this major decision about where, when, and whom to engage.
Weekly Verse(s):
... But one thing I do: forgetting what lies
behind and straining forward to what lies ahead, I press on…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.