On The Money With Jerry And Nick Royer Podcast

Episode #23: The 3 Levels of Financial Planning Services and Which One Is Right For You!

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Sinopse

On This Episode You'll Discover: - How to figure out the type of financial person you are working with and if its the best for you or not. - The 3 levels of financial professionals and which level is right for you.  - What the difference is between a TRANSACTIONAL Advisor and a HOLISTIC Advisor.   Resources In Today's Episode: - Schedule Your Complimentary On The Money 5-Step Retirement Review by calling 1.800.245.0546 - Check out our website: Group 10 Financial/ - Follow us on Facebook - Follow us on Twitter Disclaimer