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#25: Client War Stories, Our Best and Worst Stories From Our Experience as Client Facing Advisers

EPISODE · Mar 17, 2024 · 37 MIN

#25: Client War Stories, Our Best and Worst Stories From Our Experience as Client Facing Advisers

from The Dollars & Sense Podcast · host Tim Ellis & Brodie Haggerty

We're mixing it up this week with something a bit different! In this episode, Tim and Brodie share some inspiring, heartwarming, and cautionary client "war stories" to help listeners relate to different financial situations. Stories cover getting out of debt, avoiding bad investment advice, and realizing early retirement dreams. If you have a question, suggestions, or a topic you would like us to cover, please send an email to: [email protected] More Dollars & Sense Content: Click HereListen to all The Dollars & Sense Podcasts: Click HereThe information shared on The Dollars & Sense Podcast is general in nature and does not consider your individual circumstances. Dollars & Sense exists purely for educational purposes and should not be relied upon to make an investment or financial decision. Tim Ellis (FSP778196) and Brodie Haggerty (FSP778174) are both Financial Advisers providing advice on behalf of FoxPlan Ltd. FoxPlan Ltd (FSP39630) is a licensed Financial Advice Provider. Important information can be found at www.foxplan.nz/disclosure 

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#25: Client War Stories, Our Best and Worst Stories From Our Experience as Client Facing Advisers

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