Finding Your Financial Match: Key Traits of a Trustworthy Planner
Apr 4, 2023 ·
17m 20s
![Finding Your Financial Match: Key Traits of a Trustworthy Planner](https://d3wo5wojvuv7l.cloudfront.net/t_square_limited_480/images.spreaker.com/original/fd2680395a28996ab7fa3775b27ff62f.jpg)
Download and listen anywhere
Download your favorite episodes and enjoy them, wherever you are! Sign up or log in now to access offline listening.
Description
CFP® Stacy Phillips explains to Casey and Jarrod the differences between an investment advisor and a financial planner, what to look for in a financial planner, and what red flags...
show more
CFP® Stacy Phillips explains to Casey and Jarrod the differences between an investment advisor and a financial planner, what to look for in a financial planner, and what red flags you need to check on.
Interested in more info on how to: Earn More, Save More, and Retire Early
Upcoming Tour Dates: Go to our EVENTS page for info
Facebook: Four Quadrants Advisory
Instagram: @fourquadrantsadvisory
LinkedIn: Four Quadrants Advisory
show less
Interested in more info on how to: Earn More, Save More, and Retire Early
Upcoming Tour Dates: Go to our EVENTS page for info
Facebook: Four Quadrants Advisory
Instagram: @fourquadrantsadvisory
LinkedIn: Four Quadrants Advisory
Information
Author | Four Quadrants Advisory |
Organization | Four Quadrants Advisory |
Website | www.fourquadrantsadvisory.com |
Tags |
Copyright 2024 - Spreaker Inc. an iHeartMedia Company