Episode 45 - Relationship and Value - Both Are Necessary
Is your relationship with your planner providing you with the value and relationship you deserve?
Today, Justin Bennett shines a light on this question as he uncovers what it looks like to have a meaningful connection and to receive value in the client-planner relationship. Whether you’re already working with a planner or are considering working with one, this episode is a must-listen!
In this episode, you’ll learn:
Tune in now and consider whether you’re getting the relationship and value you deserve from your financial planner.
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