The Art of Communication

Posted on 6-01-2022

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.

Click here to listen to this week’s program.

For more information, contact:

Heather Lindsley, LUTCF, RICP, LACP
Guided Path Financial Services & Retirement Planning