A new study shows some advisors are out of touch with their client needs. How do you make sure you and your advisor are on the same page?See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

A new study shows some advisors are out of touch with their client needs. How do you make sure you and your advisor are on the same page? See omnystudio.com/listener for privacy information.

A new study shows some advisors are out of touch with their client needs. How do you make sure you and your advisor are on the same page?See <a href="https://omnystudio.com/listener" rel="noopener noreferrer">omnystudio.com/listener</a> for privacy information.

The disconnect between advisors and their clients

Retirement Coffee Talk is the ultimate podcast for anyone seeking financial insights on retirement planning. Join Charisse Rivers, the founder and president of Zinnia Wealth Management, for a blend of fun and informative discussions on the latest financial trends and the keys to achieving a fulfilling retirement.
Whether you're a seasoned investor or just beginning your financial journey, Retirement Coffee Talk is your go-to. Tune in weekly and empower yourself to make confident financial decisions for a secure and fulfilling retirement.
💬 Engage, Share, and Learn even more with Charisse and her team at <a href="https://bit.ly/3ZPv1KB">Zinnia Wealth Management</a>: <a href="https://bit.ly/45ILKRj">Facebook</a>, <a href="https://bit.ly/46MYvLy">Instagram</a>, <a href="https://bit.ly/3PUuWk5">LinkedIn</a> and <a href="https://bit.ly/3LZEYPY">YouTube</a>!

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Retirement Coffee Talk is the ultimate podcast for anyone seeking financial insights on retirement planning. Join Charisse Rivers, the founder and president of Zinnia Wealth Management, for a blend of fun and informative discussions on the latest financial trends and the keys to achieving a fulfilling retirement. Whether you're a seasoned investor or just beginning your financial journey, Retirement Coffee Talk is your go-to. Tune in weekly and empower yourself to make confident financial decisions for a secure and fulfilling retirement. 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube!

Retirement Coffee Talk is the ultimate podcast for anyone seeking financial insights on retirement planning. Join Charisse Rivers, the founder and president of Zinnia Wealth Management, for a blend of fun and informative discussions on the latest financial trends and the keys to achieving a fulfilling retirement.
Whether you're a seasoned investor or just beginning your financial journey, Retirement Coffee Talk is your go-to. Tune in weekly and empower yourself to make confident financial decisions for a secure and fulfilling retirement.
💬 Engage, Share, and Learn even more with Charisse and her team at <a href="https://bit.ly/3ZPv1KB" rel="noopener noreferrer">Zinnia Wealth Management</a>: <a href="https://bit.ly/45ILKRj" rel="noopener noreferrer">Facebook</a>, <a href="https://bit.ly/46MYvLy" rel="noopener noreferrer">Instagram</a>, <a href="https://bit.ly/3PUuWk5" rel="noopener noreferrer">LinkedIn</a> and <a href="https://bit.ly/3LZEYPY" rel="noopener noreferrer">YouTube</a>!

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