Ep 9: Going Against Grain
08/25/22 • 28 min
Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation. On today’s show, we’re going to peel back the curtain to discuss some areas where a good financial advisor’s opinions might go against the grain with mainstream ideas in the industry.
CONTACT
Website: https://unifiedwealthplanning.com/
Phone: 260-338-2379
Email: [email protected]
Location: Fort Wayne, Indiana
Click the following link to get your no-cost Tax Free Retirement Toolkit!
https://hza007oh.pages.infusionsoft.n
Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation. On today’s show, we’re going to peel back the curtain to discuss some areas where a good financial advisor’s opinions might go against the grain with mainstream ideas in the industry.
CONTACT
Website: https://unifiedwealthplanning.com/
Phone: 260-338-2379
Email: [email protected]
Location: Fort Wayne, Indiana
Click the following link to get your no-cost Tax Free Retirement Toolkit!
https://hza007oh.pages.infusionsoft.n
Previous Episode
Ep 8: How Procrastination Dooms Your Financial Future
People have many reasons for procrastinating when it comes to putting a retirement plan together. Let’s explore some of those excuses and why they can be dangerous, and talk about how to overcome them.
CONTACT
Website: https://unifiedwealthplanning.com/
Phone: 260-338-2379
Email: [email protected]
Location: Fort Wayne, Indiana
Click the following link to get your no-cost Tax Free Retirement Toolkit!
https://hza007oh.pages.infusionsoft.n
Next Episode
Ep 10: Can’t Get No Satisfaction... Or Can You?
Want to know the secrets to experiencing satisfaction in retirement? We’ve discovered five key situations to which your financial plan needs to lead you. If you can key in on these five points, you’ll have a high chance to achieve retirement satisfaction.
CONTACT
Website: https://unifiedwealthplanning.com/
Phone: 260-338-2379
Email: [email protected]
Location: Fort Wayne, Indiana
Click the following link to get your no-cost Tax Free Retirement Toolkit!
https://hza007oh.pages.infusionsoft.n
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