ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Making Advisor Meetings Productive"
Episode Synopsis
This podcast, “Making Advisor Meetings Productive,” highlights the crucial importance of treating advisor meetings like doctor’s appointments due to their significant financial implications. Key advice includes involving all relevant family members, preparing thoroughly with questions, and not hesitating to ask for clarifications on complex terms. The episode also covers the necessity of transparent fee discussions, …
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