EPISODE · Dec 18, 2023 · 19 MIN
Ep #108 - Thought Leaders vs. Thought Partners
from A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning · host Benjamin Haas I Haas Financial Group
💡 In the latest episode of A/B Conversations, Ben and Adam discuss different types of relationships with financial planners. 🤝 Are you seeking advice or a collaborative partner in your financial journey? Tune in to explore the nuances and find what aligns with your needs!Tracking # T006701 Thanks for listening!If you want to be notified when the next episode will be released, you can:Subscribe to the ShowFor more insights on everyday financial planning questions, go to www.haasfinancialgroup.comContact Us:Email us at [email protected] advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.
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💡 In the latest episode of A/B Conversations, Ben and Adam discuss different types of relationships with financial planners. 🤝 Are you seeking advice or a collaborative partner in your financial journey? Tune in to explore the nuances and find what aligns with your needs! Tracking # T006701 Thanks for listening! If you want to be notified when the next episode will be released, you can: Subscribe to the ShowFor more insights on everyday financial planning questions, go to www.ha...
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Ep #108 - Thought Leaders vs. Thought Partners
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