EPISODE · Nov 4, 2021 · 20 MIN
The Benefits of a Team
from Retirement Planning Happy Hour · host Brian Ramsey, Eric Douglas, and Chris Vaughn
Send us Fan MailIn this episode we chat about the benefits of taking a team approach to handling your finances and investment portfolio. We talk about working with the other respective members of a clients' team, as well as how we take work collectively amongst our firm to provide the best care and service for those we represent.Come to our website to schedule a meeting:www.fwppartners.comWebsite: Family Wealth Planning PartnersSchedule a Call: https://www.fwppartners.com/contactFollow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew FacebookInstagram
What this episode covers
Send us Fan Mail In this episode we chat about the benefits of taking a team approach to handling your finances and investment portfolio. We talk about working with the other respective members of a clients' team, as well as how we take work collectively amongst our firm to provide the best care and service for those we represent. Come to our website to schedule a meeting: www.fwppartners.com Website: Family Wealth Planning Partners Schedule a Call: https://www.fwppartners.com/cont...
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The Benefits of a Team
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