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