When is the last time you sat down and talked with your financial professional?
Whether you’ve been meeting with a financial professional for decades, or haven’t even gotten started, this one’s for you!
In this week’s episode of Real Wealth® Weekly, Heather Lindsley, of Guided Path Financial Services & Retirement Planning, brings us Certified BANK Code Trainer & Wealth Strategist, Robin Edgar, as she breaks down how to have a successful relationship with your financial professional through effective communication, teamwork, and asking those important questions.
For more information, contact:
Heather Lindsley, LUTCF, RICP, LACP
Guided Path Financial Services & Retirement Planning