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5 Common Advisor Questions, with Joe Saul-Sehy [ENCORE presentation]

5 Common Advisor Questions, with Joe Saul-Sehy [ENCORE presentation]

FromMartinis and Your Money Podcast


5 Common Advisor Questions, with Joe Saul-Sehy [ENCORE presentation]

FromMartinis and Your Money Podcast

ratings:
Length:
64 minutes
Released:
Jun 14, 2019
Format:
Podcast episode

Description

Every time you meet with a client and they ask you a question, you have no idea what direction they’re leaning and all you can do is give the best advice from your personal experience, from a financially sound decision, and also from an understanding of your client. I was recently asked by a listener to do a show about one of the most common sounding board questions financial planners get so I thought I would expand the conversation to answer other hot topic questions financial planners get. When I thought about who I would have this conversation with, the only person who came to mind, who happens to be one of my favorite and retired financial planners, Joe Saul-Sehy of the Stacking Benjamins podcast. Joe joins me today to get thrown under the bus and answer some common financial planner questions. As usual, I loved hearing Joe’s financial advice and guidance and I hope you do as well. For more information, click here 
Released:
Jun 14, 2019
Format:
Podcast episode

Titles in the series (100)

This award winning best personal finance podcast presents various topics around money and careers in a fun and lighthearted setting. The host, Shannon McLay, is a successful entrepreneur, author, and personal finance expert with a passion for helping people get financially fit. In each episode, Shannon will share a martini (or something similar) with friends and experts while discussing money and career topics.