Episode 2-Six Key Steps to a better Financial Advisory Relationship

April 6, 2017

Welcome to this edition of our podcast, where we’re going to talk about 6 questions to help you, as a business owner, select a financial advisory relationship.

So we can start with why, asking the question

Why is it so challenging to find a financial advisor that’s a fit for you, the owner operator of a small to medium enterprise?

 

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