• The six most common questions clients ask a financial adviser

  • 2025/01/21
  • 再生時間： 23 分
  • ポッドキャスト

The six most common questions clients ask a financial adviser

無料で聴く

ポッドキャストの詳細を見る

  • サマリー

  • Canna Campbell spent many years helping clients as a financial planner. In this episode, she shares with Michael the six most common questions worried clients asked in their first meeting.

    The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.

    Canna Campbell is a Corporate Authorised Representative and Corporate Credit Representative of Wealthstream Financial Group Pty Ltd ABN 35 152 803 113 Australian Financial Services Licensee AFSL 412079.

    See omnystudio.com/listener for privacy information.
    続きを読む 一部表示

あらすじ・解説

Canna Campbell spent many years helping clients as a financial planner. In this episode, she shares with Michael the six most common questions worried clients asked in their first meeting.

The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.

Canna Campbell is a Corporate Authorised Representative and Corporate Credit Representative of Wealthstream Financial Group Pty Ltd ABN 35 152 803 113 Australian Financial Services Licensee AFSL 412079.

See omnystudio.com/listener for privacy information.
続きを読む 一部表示
activate_buybox_copy_target_t1

The six most common questions clients ask a financial adviser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。