May 13, 2024
In my latest episode, I'm sharing why our last 2 clients came to Astra Financial and the importance of these 3 things in an financial advising relationship:
➡️ Personalized Financial Planning: The critical need for detailed and personalized financial planning as clients approach retirement
➡️ Recognizing and Acting on Red Flags: The importance of recognizing red flags in financial advisory relationships. Whether it's a lack of detailed financial planning, insufficient explanations about fees, or a general feeling of uncertainty after advisory meetings
➡️ Client Empowerment Through Education: The benefits of working with certified financial planners who are committed to the client’s best interests
If you want to sign up for Get Your Money in Gear, go here: https://zenaamundsen.ca/get-your-money-in-gear-course/
If you want more resources and show notes, check out https://astrafinancial.ca/podcasts/