Ep #15: Making the Most of Your Planning Meeting with Marissa Beyer and Brian Eberhardt
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Ep #15: Making the Most of Your Planning Meeting with Marissa Beyer and Brian Eberhardt
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One of the best things advisors can provide for clients is an annual review of their financial situation and progress. That’s why we make a point to prepare for these meetings and ensure we provide the most value to our clients, while also ensuring their success. So what measures do we put in place to do this? To help discuss this topic more in-depth are two of our lead advisors at Fidato Wealth, Marissa Beyer and Brian Eberhardt.
You can find show notes and more information by clicking here: https://bit.ly/3irDLTn
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