Episode 66: Get the Most Out of Your Financial Planner

from Federal Employee Financial Planning Podcast

How do financial planners demonstrate value? In this episode, John, Tommy, and Ben explain the intricacies of the client relationships they maintain as financial planners. They unpack the distinction between onboarding and ongoing client service, emphasizing the importance of maintaining a continuous partnership with your financial advisor. Access the full show notes at Mason & Associates, LLC

Episode metadata supplied by the publisher feed · Published May 27, 2024

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Episode 66: Get the Most Out of Your Financial Planner

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This episode is 44 minutes long.

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This episode was published on May 27, 2024.

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