A Client Centric Approach with Michael Solari episode artwork

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.

Episode metadata supplied by the publisher feed · Published Jan 3, 2024

Embed this episode

Ready to play

A Client Centric Approach with Michael Solari

0:00 16:54

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Aligned Money Show?

This episode is 16 minutes long.

When was this Aligned Money Show episode published?

This episode was published on January 3, 2024.

Can I download this Aligned Money Show episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!