Ep. 30 – How to Work With a Financial Advisor
Wealth of Knowledge
English - June 10, 2019 07:01 - 46 minutes - 31.9 MB - ★★★★★ - 33 ratingsCareers Business Investing money business personal finance investing careers real estate us news & world report Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Ep. 29 – Bridging the Gap With LinkedIn’s Rosanna Durruthy
Next Episode: Ep. 31 – How to Succeed With Your Small Business
Douglas Boneparth, certified financial planner and president of Bone Fide Wealth, joins Antonio to talk about what to look for in a good financial advisor, different types of relationships between advisors and clients and aligning financial expectations with reality.
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