The Areas a Financial Advisor Should Bring Value (Besides The Obvious)
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The Areas a Financial Advisor Should Bring Value (Besides The Obvious)
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If you’re paying a financial advisor a fee to manage your money, what else should they be able to help you with? Mike shares his ✅-list based on the countless questions he’s been asked about investing and retirement in general during the last 2-plus decades as an advisor.
🚨Spoiler alert: Income Planning is simply one component of many that is key.
See omnystudio.com/listener for privacy information.
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