• Parker Holland discusses the importance of finding the right financial advisor and the benefits of working with one.

  • 2024/07/19
  • 再生時間: 52 分
  • ポッドキャスト

Parker Holland discusses the importance of finding the right financial advisor and the benefits of working with one.

  • サマリー

  • In this conversation, Parker Holland discusses the importance of finding the right financial advisor and the benefits of working with one. He emphasizes the value of working with an independent fiduciary advisor with experience, as they can help grow investments and provide comprehensive financial planning. Holland addresses common misconceptions about financial advisors, such as fees and commissions, and highlights the importance of professional coaching and management. He also discusses the qualifications and designations to look for in a financial advisor. Additionally, Holland talks about the importance of having a long-term financial plan, managing debt, and considering tax strategies. The conversation emphasizes the importance of having a comprehensive financial plan and working with a trusted professional. Visit Parker Holland to learn more. Call 877- 359-1979

    See omnystudio.com/listener for privacy information.

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あらすじ・解説

In this conversation, Parker Holland discusses the importance of finding the right financial advisor and the benefits of working with one. He emphasizes the value of working with an independent fiduciary advisor with experience, as they can help grow investments and provide comprehensive financial planning. Holland addresses common misconceptions about financial advisors, such as fees and commissions, and highlights the importance of professional coaching and management. He also discusses the qualifications and designations to look for in a financial advisor. Additionally, Holland talks about the importance of having a long-term financial plan, managing debt, and considering tax strategies. The conversation emphasizes the importance of having a comprehensive financial plan and working with a trusted professional. Visit Parker Holland to learn more. Call 877- 359-1979

See omnystudio.com/listener for privacy information.

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