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Time for a little fun on this episode. We’ll use some fill-in-the-blank prompts to spark a good discussion about relationships between advisors and their clients, the stock market, common planning mistakes, and much more.
Contact Info:
480-897-1067
https://www.dekkerfinancial.com/
By Meredith Dekker and Adam Dekker5
11 ratings
Time for a little fun on this episode. We’ll use some fill-in-the-blank prompts to spark a good discussion about relationships between advisors and their clients, the stock market, common planning mistakes, and much more.
Contact Info:
480-897-1067
https://www.dekkerfinancial.com/