• Do you need a team?

  • 2024/09/29
  • 再生時間: 5 分
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  • I wanted to dedicate an episode to the idea of building a team of professionals to be on your side for a wide range of financial related topics. Whether that’s finding the right financial advisor for you, accountant, attorney, or life insurance agent. Like in any profession, there are going to be individuals who genuinely care about your situation rather than make a quick dollar from you. It can be overwhelming, meeting with several professionals in the same industry and trying to pick the best one for you.

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あらすじ・解説

I wanted to dedicate an episode to the idea of building a team of professionals to be on your side for a wide range of financial related topics. Whether that’s finding the right financial advisor for you, accountant, attorney, or life insurance agent. Like in any profession, there are going to be individuals who genuinely care about your situation rather than make a quick dollar from you. It can be overwhelming, meeting with several professionals in the same industry and trying to pick the best one for you.

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