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Ep 30 Financial Advisors: Myths, Misconceptions, and Real Benefits
Manage episode 438131691 series 3498478
İçerik Smarth Wealth- Navigating Your Financial Future with Brett Cranson & Omari Whyte, Smarth Wealth- Navigating Your Financial Future with Brett Cranson, and Omari Whyte tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Smarth Wealth- Navigating Your Financial Future with Brett Cranson & Omari Whyte, Smarth Wealth- Navigating Your Financial Future with Brett Cranson, and Omari Whyte veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
In this episode of "Smart Wealth," hosts Brett Cranson and Omari Whyte dive into the often-misunderstood world of financial advisors. They discuss the common misconceptions about what financial advisors do and emphasize the importance of aligning financial strategies with personal goals. Using relatable analogies, they explain how advisors, like personal trainers, guide clients to stay on track with their financial fitness. Discover how to evaluate the value of advice you receive and learn practical tips on navigating client-advisor relationships. Don’t miss this insightful conversation on maximizing your financial well-being!
LinkedIn Brett Cranson: linkedin.com/in/brettcranson
LinkedIn Omari Whyte: linkedin.com/in/omari-whyte
For business inquiries, please head over to
https://www.uptownwealthmanagement.com
https://www.familyfirstadvisors.ca
email:
brett.cranson@ipcsecurities.com
omari.whyte@familyfirstadvisors.ca
Brett Cranson & Omari Whyte have been helping Canadians with their Financial, Retirement and Estate Planning since 2003. Our office is based in Toronto, ON, Canada - but help Canadians Coast to Coast.
31 bölüm
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