Introduction to 10 Reasons You Shouldnt Have A Financial Advisor
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10 Reasons You Shouldnt Have A Financial Advisor Comprehensive Overview
We Are Winnie Sun shares what not to say when meeting with a
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Summary & Highlights for 10 Reasons You Shouldnt Have A Financial Advisor
- Join the
- Are
- Listen as Jamie Menges, CFP®, CPA and Jimmy Rogers, CFP® of PDS Planning, Inc. share
- 00:00 Intro 00:26 Client's with Advisors 02:51 Working with a
- Free retirement training for people within
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