Ep 5: It’s Good To Have Awkward Conversations In Financial Planning

Sometimes being a good financial advisor means having uncomfortable conversations. We’ll take a look at how advisors should help clients navigate various tricky situations. If you’re going to be working with a financial advisor, make sure they’re pushing you to address these kinds of topics. Important Links: Website: https://jlperkinswealth.com/podcast/ Call: 478-254-3550