Not all financial professionals are created equal, and none of them are right for everyone.  Ralph, Tim and Scott discuss how the initial meetings with Welcome Home Financial Partners go, and what people should be looking for to make sure they're the right fit.  Also: what is a SPIA?  

Learn more about us online and check out our blog here. You can also follow us on Facebook, YouTube, Instagram, LinkedIn and Twitter/X.

See omnystudio.com/listener for privacy information.