
Sign up to save your podcasts
Or


Three Types of Advisors…..huh?
In this week's episode, I want to answer the question, "How do I find a financial planner?" I talk about the 3 different "types" of advisors, what to look for in a planner, resources to look at, and a recommendation on how to get started with one.
I hope you find this episode helpful. You can learn more at www.TrueWealth.Show
If you have any questions or feedback, feel free to email them to [email protected]
Thanks for listening and until next time... have a great day ~ Mike
By Mike PotterThree Types of Advisors…..huh?
In this week's episode, I want to answer the question, "How do I find a financial planner?" I talk about the 3 different "types" of advisors, what to look for in a planner, resources to look at, and a recommendation on how to get started with one.
I hope you find this episode helpful. You can learn more at www.TrueWealth.Show
If you have any questions or feedback, feel free to email them to [email protected]
Thanks for listening and until next time... have a great day ~ Mike