EPISODE · Jan 3, 2024 · 16 MIN
A Client Centric Approach with Michael Solari
from Aligned Money Show · host Aligned Money Show
On this show, we talked about the importance of taking a fiduciary, client centric approach to financial planning, how that benefits clients and what that process looks like with Michael Solari, CFP and Principal of Solari Financial Planning. Listen to learn about overcoming avoidance behaviors and getting on the right track financially!For the Difference Making Tip, scan ahead to 15:16.You can learn more about Mike at SolariFinancial.com, Twitter, Facebook and LinkedIn.Did you get anything out of this episode? Do us a solid and leave a review:https://ratethispodcast.com/alignedmoneyshow Learn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, YouTube and Facebook. Buy George G a coffee (he loves coffee)https://www.buymeacoffee.com/lifebloodHave George G speakhttps://moneyalignmentacademy.com/speaking/ Financial literacy and wellness for individuals, families, and companieshttps://moneyalignmentacademy.com/ Find George G’s books herehttps://amzn.to/3R2gIhH The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2024.
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A Client Centric Approach with Michael Solari
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