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Why DIY Investors Still Need a Relationship With a Licensed Financial Professional
In today's episode, Mike explains why managing a portfolio without a relationship with a licensed financial professional may be more limiting than you realize. Discover when it may make sense to be 100% DIY and when you may need to work with an advisor.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com.
View all episodes
By Kedrec Wealth
4.3
66 ratings
In today's episode, Mike explains why managing a portfolio without a relationship with a licensed financial professional may be more limiting than you realize. Discover when it may make sense to be 100% DIY and when you may need to work with an advisor.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com.
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