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Marion and Christian are back from sunny San Diego after attending LPL Financial’s national “Focus” conference this week.
And they come into this week’s episode of the show with one question – “What if you could?”
While this is the new slogan currently being used by LPL Financial, it is also the perfect question to ask our clients to help them work towards their future goals. What if they could travel to that destination they’ve always dreamed of, what if they could get that vacation home, what if they could… etc.
A full complement of Dollars & Sense broadcasts found here.
DISCLOSURES:
Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC. Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.
Tracking #: 784430
Dollars & Sense podcast now streaming on:
By Freedman Financial5
66 ratings
Marion and Christian are back from sunny San Diego after attending LPL Financial’s national “Focus” conference this week.
And they come into this week’s episode of the show with one question – “What if you could?”
While this is the new slogan currently being used by LPL Financial, it is also the perfect question to ask our clients to help them work towards their future goals. What if they could travel to that destination they’ve always dreamed of, what if they could get that vacation home, what if they could… etc.
A full complement of Dollars & Sense broadcasts found here.
DISCLOSURES:
Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC. Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.
Tracking #: 784430
Dollars & Sense podcast now streaming on: