• Summer Financial Planning Tips

  • 2024/07/08
  • 再生時間： 15 分
  • ポッドキャスト

Summer Financial Planning Tips

無料で聴く

ポッドキャストの詳細を見る

  • サマリー

  • Financial Planner Yannick Rivest joins the host Chris Cooksey to discuss for so summer financial planning tips, including:

    • In your opinion how does a financial planner help with investor success?
    • How important is it for your plan to evolve as you do and your situation changes?
    • Spring/summer cleaning – as we starting think about summer and holidays, what are some tips for people who will be distracted by summer fun?
    • What are some of the common ‘mistakes’ you see when talking planning with clients/investors?
    • At Raymond James we are excited to be able to offer our Total Wealth Solutions – what does TWS mean?

    Follow the podcast on LinkedIn: The Advantaged Investor

    Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.
    続きを読む 一部表示

あらすじ・解説

Financial Planner Yannick Rivest joins the host Chris Cooksey to discuss for so summer financial planning tips, including:

  • In your opinion how does a financial planner help with investor success?
  • How important is it for your plan to evolve as you do and your situation changes?
  • Spring/summer cleaning – as we starting think about summer and holidays, what are some tips for people who will be distracted by summer fun?
  • What are some of the common ‘mistakes’ you see when talking planning with clients/investors?
  • At Raymond James we are excited to be able to offer our Total Wealth Solutions – what does TWS mean?

Follow the podcast on LinkedIn: The Advantaged Investor

Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.
続きを読む 一部表示

Summer Financial Planning Tipsに寄せられたリスナーの声

カスタマーレビュー：以下のタブを選択することで、他のサイトのレビューをご覧になれます。

Audible.co.jp

Amazon.co.jp
レビューはまだありません。