A Client Centric Approach with Michael Solari
LifeBlood
English - March 28, 2019 07:01 - 16 minutes - 14.1 MB - ★★★★★ - 157 ratingsInvesting Business Entrepreneurship business finance investing entrepreneurship interview entrepreneur health money leadership lifestyle Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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On this show, we talked about the importance of taking a fiduciary, client centric approach to financial planning, how that benefits clients and what that process looks like with Michael Solari, CFP and Principal of Solari Financial Planning. Listen to learn about overcoming avoidance behaviors and getting on the right track financially!
For the Difference Making Tip, scan ahead to 15:16.
You can learn more about Mike at SolariFinancial.com, Twitter, Facebook and LinkedIn.
Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. You can learn more about the show at GeorgeGrombacher.com, or contact George at [email protected].