What to Expect When You Hire a Financial Advisor

from Wealth Coffee Chats · host Jason Whitton

Thinking about working with a financial advisor but not sure what the process looks like? In this episode of Wealth Coffee Chats, we walk through the full journey—from your first conversation to your personalised Game Plan. Learn how the discovery, strategy development, and implementation phases work together to build your financial roadmap. A must-watch for anyone planning long-term wealth strategy and property investing success.

Episode metadata supplied by the publisher feed · Published Dec 4, 2025

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What to Expect When You Hire a Financial Advisor

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This episode is 23 minutes long.

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This episode was published on December 4, 2025.

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