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Do you know what a financial advisor is?
What exactly does a financial advisor do?
How do you know that you need to be working with an advisor?
This episode we're going to review questions and things that you should familiarize yourself with when looking for an advisor and cover how some financial professionals can get confused as Financial Advisors.
Take our short assessment to find out what you might be overlooking in your plan.
Test Your Financial IQ
Watch our 5 part video course on the Foundational Steps to Financial Balance
Watch the course now
Sign up for a complimentary phone call to talk about how to get better use of all the cash inside your practice.
Schedule a time
Check out our social media channels
Facebook
LinkedIn
YouTube
By Florida Veterinary Advisors5
3838 ratings
Send us a text
Do you know what a financial advisor is?
What exactly does a financial advisor do?
How do you know that you need to be working with an advisor?
This episode we're going to review questions and things that you should familiarize yourself with when looking for an advisor and cover how some financial professionals can get confused as Financial Advisors.
Take our short assessment to find out what you might be overlooking in your plan.
Test Your Financial IQ
Watch our 5 part video course on the Foundational Steps to Financial Balance
Watch the course now
Sign up for a complimentary phone call to talk about how to get better use of all the cash inside your practice.
Schedule a time
Check out our social media channels
Facebook
LinkedIn
YouTube

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