022: Texting Your Financial Planner
Manage episode 329534531 series 3294668
Have you ever sent your financial planner a text message only to receive an email in response? Do you wonder why your investment adviser or wealth manager doesn't text you when the markets are going wild? What is going on here?
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Important Disclosures: I am not a financial adviser. Information presented is for educational purposes only and should not be interpreted as financial advice. I am here to help you better your relationship with your own financial adviser, not to be one.
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