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Free help finding the right financial advisor for you
Manage episode 432999219 series 3582035
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Our guest, Pam Kreuger, is an expert at evaluating financial advisors and recommending the right one for each individual or couple. She is the founder and CEO of Wealthramp. For years she had her own financial news show, and currently hosts a critically acclaimed total wealth podcast for women.
+ It is difficult for individuals to evaluate financial advisors
+ It is important to know the value elite advisors add for their clients
+ Advisor relationships are way different from that with other professionals
+ Avoid being inundated with advisors selling their services
+Take the next steps to seek the right advisor
https://wealthramp.com/ (For considering the next step to finding an advisor, including asking questions)
https://moneybalancejoy.com/ (For seeing a review of Money, Balance, Joy and a link to order it on Amazon)
Support the show
moneybalancejoy.com
mike.s@fanresources.com
Order Money, Balance, Joy - Improving Your Life Story
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