Latest / Equity Mates Investing Podcast
Ask an Adviser: In the room with Glen Hare & a real client
If you've ever wondered how a financial advisor actually works with a client (as we certainly have), then this episode will shed some more light on the process.
Equity Mates team member Emily very kindly agreed to take us behind the scenes and step through the process she went through with her financial advisor, Glen Hare.
In this episode we speak to both Emily and Glen about the financial advice process. We go step-by-step from the initial meeting to receiving the statement of advice with an aim of understanding how it actually works with a financial advisor.
We also unpack how Emily and her…
The skinny
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