What Should the First Meeting With a Financial Professional Look Like?
- Author
- Welcome Home Financial Partners
- Published
- Fri 24 May 2024
- Episode Link
- https://omny.fm/shows/aspire-2-retire/what-should-the-first-meeting-with-a-financial-pro
Understandably that the first meeting with a financial professional can be stressful, given how taboo it is to discuss money with people you barely know. Ralph, Tim and Scott address these concerns, and discuss the things you should be prepared for (as well as watch out for) on this episode of Aspire 2 Retire.
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