Time for a little fun on this episode. We’ll use some fill-in-the-blank prompts to spark a good discussion about relationships between advisors and their clients, the stock market, common planning mistakes, and much more!

 

What we discuss today: 

3:15 – Don’t run out of money

7:45 – Stock market

13:16 – Run the other way

14:33 – Client worries

15:32 – Common mistakes

18:01 – Gratifying part of their job

 

Get Additional Information: https://www.truefinancialpartners.com/media/podcast/