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What Financial Advisors Wish Every Investor Knew

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Manage episode 451294402 series 3564307
Content provided by Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Imagine you could read your financial advisor’s mind before you even walked through the door for the first time. What would they want you to know? In this episode, we bring you the game-changing insights financial pros wish every saver and investor understood. Plus, Barbara and Phil will react to the election and discuss what might be on the agenda for the new administration.

Important Links:

Pathfinder Wealth Management: http://pathfinderadvisory.com/

Schedule a 15-minute Consult: http://PathfinderChat.com

  continue reading

151 episoade

Artwork
iconDistribuie
 
Manage episode 451294402 series 3564307
Content provided by Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Imagine you could read your financial advisor’s mind before you even walked through the door for the first time. What would they want you to know? In this episode, we bring you the game-changing insights financial pros wish every saver and investor understood. Plus, Barbara and Phil will react to the election and discuss what might be on the agenda for the new administration.

Important Links:

Pathfinder Wealth Management: http://pathfinderadvisory.com/

Schedule a 15-minute Consult: http://PathfinderChat.com

  continue reading

151 episoade

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