How We Do Business And Why We Do It This Way The Financial Advocate podcast

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Konten disediakan oleh Colin Meeks. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Colin Meeks atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

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How We Do Business And Why We Do It This Way

6y ago 10:31

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Konten disediakan oleh Colin Meeks. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Colin Meeks atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

This is another case study about how we do business, but different than our previous podcast about our specific process step by step. We do mention the process again here but it is important to notice the situation that occurs and why we stick to said process. We believe as financial planners it is our duty to prepare you for a full financial plan. Your plan is not just about investing money; it involves Wills, Beneficiaries Taxes, Insurance, College Planning, etc. We look at the full picture because we feel it is the only way to plan for your goals is to look at everything all at once.

www.marylandfinancialadvocates.com

… continue reading

101 episode

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How We Do Business And Why We Do It This Way

The Financial Advocate

12 subscribers

published 6y ago

Bagikan

MP3•Beranda episode

Konten disediakan oleh Colin Meeks. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Colin Meeks atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

This is another case study about how we do business, but different than our previous podcast about our specific process step by step. We do mention the process again here but it is important to notice the situation that occurs and why we stick to said process. We believe as financial planners it is our duty to prepare you for a full financial plan. Your plan is not just about investing money; it involves Wills, Beneficiaries Taxes, Insurance, College Planning, etc. We look at the full picture because we feel it is the only way to plan for your goals is to look at everything all at once.

www.marylandfinancialadvocates.com

… continue reading

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