What You Should Expect When You First Start Talking With a Financial Professional episode artwork

EPISODE · Oct 25, 2024 · 17 MIN

What You Should Expect When You First Start Talking With a Financial Professional

from How to Retire on Time · host Kedrec Wealth

“Hey Mike, I’ve never worked with a financial professional before. What should I expect?” Discover potential red flags you can identify in the first appointment and what a first appointment should look like. Text your questions to 913-363-1234.Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

Episode metadata supplied by the publisher feed · Published Oct 25, 2024

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What You Should Expect When You First Start Talking With a Financial Professional

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