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What Should the First Meeting With a Financial Professional Look Like?

EPISODE · May 24, 2024 · 14 MIN

What Should the First Meeting With a Financial Professional Look Like?

from Aspire 2 Retire · host Welcome Home Financial Partners

Understandably that the first meeting with a financial professional can be stressful, given how taboo it is to discuss money with people you barely know.  Ralph, Tim and Scott address these concerns, and discuss the things you should be prepared for (as well as watch out for) on this episode of Aspire 2 Retire. Learn more about us online and check out our blog here. You can also follow us on Facebook, YouTube, Instagram, LinkedIn and Twitter/X.See omnystudio.com/listener for privacy information.

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What Should the First Meeting With a Financial Professional Look Like?

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