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What Does It Mean to Work With a Financial Advisor?
Manage episode 431544636 series 3132354
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In this episode of the "What Is Your Money Really For?" podcast, Tyler Braun, the Director of Financial Planning, discusses the essential aspects of working with a financial advisor. Tyler emphasizes the importance of education and goal-oriented planning, highlighting how advisors should communicate effectively to ensure clients understand their financial strategies and decisions. Tyler also explains the varying levels of interaction required based on clients' asset levels and life stages, stressing the significance of a trusted and educational relationship between advisors and their clients.
The Tranel Financial Group www.tranelfinancial.com 1509 N Milwaukee Ave, Libertyville, IL 60048 847-680-9050
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