Listen "Lost in Digital Translation"
Episode Synopsis
Texting Your Financial Advisor? Here’s Why That’s a Mistake
Quick texts and casual emails might work for pizza orders—but not for managing your investment portfolio. Especially when you're dealing with U.S. assets from abroad. Discover why serious financial decisions need real conversations, and how one simple call could save you from costly mistakes and miscommunications.
Quick texts and casual emails might work for pizza orders—but not for managing your investment portfolio. Especially when you're dealing with U.S. assets from abroad. Discover why serious financial decisions need real conversations, and how one simple call could save you from costly mistakes and miscommunications.
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