Money Mondays; Preparing to See A Financial Planner [AUDIO]
If you missed today's edition of Money Mondays you missed Steve Laraway's suggestions for all who intend to meet a financial planner for the first time. Steve listed some prep work for all potential clients to make sure they chose the correct financial planner for them and to make sure they find a person who has the ethics and competence they are looking for. Listen to the conversation below.
Listen to Money Mondays at 8:40am Monday mornings with me on WJON.