What You Should Expect When You First Start Talking With a Financial Professional
- Author
- Kedrec Wealth
- Published
- Fri 25 Oct 2024
- Episode Link
- https://share.transistor.fm/s/ad776c8a
“Hey Mike, I’ve never worked with a financial professional before. What should I expect?” Discover potential red flags you can identify in the first appointment and what a first appointment should look like.
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