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Ep 122: The Financial Therapist - When It’s OK If A Visit To Your Advisor Feels Like Counseling
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محتوای ارائه شده توسط Dave Elizondo. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Dave Elizondo یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
Sometimes it might seem like talking to your financial advisor feels like talking to a therapist, and that’s OK. Today we’re discussing some scenarios where it’s almost inevitable that a talk with your advisor seems like a counseling session.
Whether you’re getting a divorce or having career difficulties, your financial advisor should be there to help guide you through the financial transition.
On today’s show, we’ll share:
- How we help clients going through a divorce. (2:48)
- How we handle clients’ career difficulties. (6:20)
- How we help clients who don’t like talking about money. (8:39)
Listen to more of our conversation in the podcast or reach out to us to talk about your financial situation and goals.
Get Additional Information: https://www.truefinancialpartners.com/media/podcast/
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