Proper financial planning is more than investment management.This week, Paul & William review everything an advisor should be doing to provide full value to youThey tackle the essential elements of an effective financial plan, the misconceptions surrounding financial advisors' roles, and the real value advisors should bring to their clients. Listeners will come away with better expectations of what to expect from an advisor and the different ways they can help to improve financial outcomes.Connect With Paul & William:Click here to book a call with PaulClick here to book a call with WilliamConnect with Paul on LinkedinConnect with William on LinkedinFollow William on TwitterThe views and opinions expressed in this podcast may not necessarily reflect those of IPC Securities Corporation. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Hosted on Acast. See acast.com/privacy for more information.

Ver todos los episodios