Trust in a Financial Relationship

19/04/2022 34 min Episodio 98
Trust in a Financial Relationship

Listen "Trust in a Financial Relationship"

Episode Synopsis


Mo covers the issue of trust in the relationship between financial advisor and client.  He covers knowledge, integrity, proper communication, and acting in the client's best interest.  He also notes that there needs to be an element of trust in the client's follow through with recommendations.
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