EPISODE · Jun 24, 2023 · 32 MIN
Navigating the World of Financial Planners: How to Find a Tech-Savvy Partner
from Honest Money
Today Warren Ingram invites repeat guest, Rory Brachner, Founder & MD at DoshGuide speak about the world of financial planning through technology. Learn how DoshGuide can help you reach financial freedom through planning a framework, understanding your goals and being transparent- advice without the fluff. Questions/ Topics: What does the financial advice process look like, where do you start?The framework of financial planningThe importance of research & discoveryWhat does holistic financial planning mean?Why transparency is keySend us Fan MailHave a question for Warren? Don't forget to voice note your questions through our WhatsApp chat on (+27)79 807 8162 and you could be featured in one of our episodes. Follow us on Twitter, LinkedIn and subscribe to our YouTube channel for more Financial Freedom content: @HonestMoneyPod
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Today Warren Ingram invites repeat guest, Rory Brachner, Founder & MD at DoshGuide speak about the world of financial planning through technology. Learn how DoshGuide can help you reach financial freedom through planning a framework, understanding your goals and being transparent- advice without the fluff. Questions/ Topics: What does the financial advice process look like, where do you start?The framework of financial planningThe importance of research & discoveryWhat does ho...
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Navigating the World of Financial Planners: How to Find a Tech-Savvy Partner
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