Your Life Policy: Involving The Rest Of Your Financial Team

from The Wealth Standard – Empowering Individual Financial Independence · host Patrick Donohoe

Today, we're here to talk about a key conversation to prepare for as you start implementing the Perpetual Wealth Strategy: the conversation with your CPA and CFO. In this episode, we share insights and advice on how to have effective conversations with each person on your strategic wealth management team.

Episode metadata supplied by the publisher feed · Published Mar 17, 2020

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Your Life Policy: Involving The Rest Of Your Financial Team

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This episode is 18 minutes long.

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This episode was published on March 17, 2020.

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