【一位CFP的日常】你缺的從來不是理財觀念,而是能盯著你去執行的那個人! episode artwork

EPISODE · May 29, 2023 · 5 MIN

【一位CFP的日常】你缺的從來不是理財觀念,而是能盯著你去執行的那個人!

from 阿植聊理財 · host 阿植

「顧問!能否幫我看一下今年報稅的內容,看看是否有機會少繳一點稅?」客戶將筆電的螢幕轉了過來 「應該沒什麼問題,我們就認命乖乖繳稅吧!」我在檢視後說道 「好!那我結束回家後上傳。」 「為什麼不現在就上傳?」 ** 想了解更多?** 歡迎加入Line@{永平的幸福空間},點選財務預約諮詢,我們來聊聊吧! https://lin.ee/QiqzqeF -- Hosting provided by SoundOn

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【一位CFP的日常】你缺的從來不是理財觀念,而是能盯著你去執行的那個人!

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