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February 23, 2023Episode 30: Finding A Financial Professional17 minutesPlay Ask yourself: Will my financial professional help me achieve my goals? With a process in place, you have a greater probability of success. How values, trust, and competence should be prime considerations in your search. ...moreShareView all episodesBy Jim Freeman511 ratingsFebruary 23, 2023Episode 30: Finding A Financial Professional17 minutesPlay Ask yourself: Will my financial professional help me achieve my goals? With a process in place, you have a greater probability of success. How values, trust, and competence should be prime considerations in your search. ...more
Ask yourself: Will my financial professional help me achieve my goals? With a process in place, you have a greater probability of success. How values, trust, and competence should be prime considerations in your search.
February 23, 2023Episode 30: Finding A Financial Professional17 minutesPlay Ask yourself: Will my financial professional help me achieve my goals? With a process in place, you have a greater probability of success. How values, trust, and competence should be prime considerations in your search. ...more
Ask yourself: Will my financial professional help me achieve my goals? With a process in place, you have a greater probability of success. How values, trust, and competence should be prime considerations in your search.