The Wiser Financial Advisor Podcast with Josh Nelson

Speaking Your Language #118


Listen Later

Financial advisors need to be good communicators. We need to speak a language that makes sense for people. We've got people that are senior level chip design engineers at big companies and people that are plumbers and self-employed and everything in between. Our job is to communicate with you and help you make some great choices about finances. A coach is a person who helps someone see what they may not be seeing to help them be their best. We are financial coaches here to help you know exactly what you need to know when it comes to financial strategy and management. Thanks for listening and for supporting The Wiser Financial Advisor Podcast.

In this podcast: (View Chapters)
1.Financial Lingo and Clarity
2.Four Pillars of Personal Finance
3.Financial Advisor Experience
4.Timing of the Four Pillars
5.Where You Are and Where You’re Going
6.Financial Coaching




















Instagram: https://www.instagram.com/keystonefin/
Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651
Contact Josh Nelson: https://www.keystonefinancial.com
Contact Jeremy Busch: https//www.keystonefinancial.com
Podcast Editor: Tim Leaman/[email protected]

...more
View all episodesView all episodes
Download on the App Store

The Wiser Financial Advisor Podcast with Josh NelsonBy Josh Nelson

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

18 ratings


More shows like The Wiser Financial Advisor Podcast with Josh Nelson

View all
The Joe Rogan Experience by Joe Rogan

The Joe Rogan Experience

228,823 Listeners

WSJ Your Money Briefing by The Wall Street Journal

WSJ Your Money Briefing

1,705 Listeners

The Daily by The New York Times

The Daily

112,236 Listeners