• The Tough Financial Conversations (3/30/2024)

  • Apr 1 2024
  • Duración: 41 m
  • Podcast
The Tough Financial Conversations (3/30/2024) Por arte de portada

The Tough Financial Conversations (3/30/2024)

Escúchala gratis

Ver detalles del espectáculo

  • Resumen

  • In this Easter day show, Brian dives into the nuanced world of financial advising, focusing on the hurdles advisors encounter when approaching sensitive subjects with clients. He shares his personal experiences and insights on how advisors should navigate discussions about retirement risks, overspending, and faulty investment strategies. The roles of financial advisors reach far beyond asset management, as they need to manage the expectations of their clients and address their emotional responses. How deep does the relationship with your advisor run?

    Listen, Watch, Subscribe, Ask!

    https://www.therealmoneypros.com

    Host:

    Brian Wiley, Financial Advisor

    —————————————————————

    SPONSORS:

    Guild Mortgage:

    https://branches.guildmortgage.com/id/meridian/dave-perry-835-hpdpe.html?utm_source=radio&utm_medium=description&utm_campaign=sponsor

    Ataraxis PEO

    https://ataraxispeo.com/offer

    Tree City Advisors of Apollon:

    https://www.treecityadvisors.com

    Apollon Wealth Management:

    https://apollonwealthmanagement.com/

    —————————————————————
    Más Menos
Economía Finanzas Personales
Más Menos

Lo que los oyentes dicen sobre The Tough Financial Conversations (3/30/2024)

Calificaciones medias de los clientes

Reseñas - Selecciona las pestañas a continuación para cambiar el origen de las reseñas.

Reseñas de Audible.com

Opiniones de Amazon
No hay comentarios disponibles