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How to manage your Financial Planning Relationship
Manage episode 306602109 series 2884768
Contenuto fornito da Sara McCullough. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Sara McCullough o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
You’re nodding yes, when you’re thinking no.
It can be a lousy feeling. Especially when you’re in a discussion about money with your financial planner. For some, it’s an intimidating world.
In this episode of Sara Makes Sense, host Sara McCullough talks about a healthy financial planning relationship, and how to make sure you’re in one.
Got a question for Sara? Send her an email at ask@saramakessense.ca and she might respond to it in an upcoming episode
Sara's website is https://www.wddevelopment.ca/
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