Ep 49: What it’s Like to Be Our Client

How Money Works

English - March 17, 2022 09:00 - 11 minutes - 16 MB
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Previous Episode: Ep 48: Do You Want to Retire Early?

Next Episode: Ep 50: Are You Asking the Wrong Questions About Your Finances?

Today we’re focusing on what it’s like to be our client. We’ll explain how the relationship between a client and financial advisor evolves and how having an advisor can be beneficial for you.

What we discuss in this episode:

0:33 – Evolving relationship

4:13 – Sharing life

5:02 – Checking in

6:30 – Out of the norm

8:40 – Memorable victories

Get additional financial resources:

https://maestrowealth.com/how-money-works-podcast/