Ep 49: What it’s Like to Be Our Client

Today we’re focusing on what it’s like to be our client. We’ll explain how the relationship between a client and financial advisor evolves and how having an advisor can be beneficial for you.

What we discuss in this episode: 

0:33 – Evolving relationship

4:13 – Sharing life

5:02 – Checking in

6:30 – Out of the norm

8:40 – Memorable victories

Get additional financial resources: 

https://maestrowealth.com/how-money-works-podcast/