What Do Advisors Actually Do?
Check Your Balances - Een podcast door Ross Anderson, CFP® and Daniel Messeca, CFP® - Woensdagen
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In a world where everyone from the car finance office to an insurance salesperson calls themselves a "Financial Advisor" what can advisors actually provide? Do you have to have your money managed, or can they simply act as a consultant? Tune int his week for Ross and Dan's take on a listener question about what advisors can actually offer. Send us a text Send your questions for upcoming show to [email protected] @checkyourbalances on Instagram
