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The Wiser Financial Advisor: Speaking Your Language #118
- 2024/11/11
- 再生時間： 13 分
- ポッドキャスト
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サマリー
あらすじ・解説
Financial advisors need to be good communicators. We need to speak a language that makes sense for people. We've got people that are senior level chip design engineers at big companies and people that are plumbers and self-employed and everything in between. Our job is to communicate with you and help you make some great choices about finances. A coach is a person who helps someone see what they may not be seeing to help them be their best. We are financial coaches here to help you know exactly what you need to know when it comes to financial strategy and management. Thanks for listening and for supporting The Wiser Financial Advisor Podcast.
In this podcast: (View Chapters)
1.Financial Lingo and Clarity
2.Four Pillars of Personal Finance
3.Financial Advisor Experience
4.Timing of the Four Pillars
5.Where You Are and Where You’re Going
6.Financial Coaching
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Contact Josh Nelson: https://www.keystonefinancial.com
Contact Jeremy Busch: https//www.keystonefinancial.com
Podcast Editing: Tim Leaman/info.primegen@gmail.com