Listen "Ep. 125 Why Parallel?"
Episode Synopsis
In this episode, co-founder of Parallel Financial, Brian Boughner talks discusses:
1. What is a fiduciary? Why is it important to work with a fiduciary?
2. What process does a Parallel financial use to manage money? How does the QRLT process benefit clients?
3. Financial planning.... what is it? how does Parallel Financial handle it? Why is it so important?
Make sure to visit:
Parallel Financial Youtube Page
The Twenty Minute Market Breakdown on Spotify
The Twenty Minute Market Breakdown on Apple Podcasts
To set a time to speak with David Chudyk go to
www.weeklywealthpodcast.com/contact
To get your VALUE BUILDER SCORE and learn how you can maximize the VALUE of your business and receive an estimate of value of your business, go to www.allofmyassets.com
#weeklyweathpodcast #parallelfinancial #moneymanagement #the20minutemarketbreakdown
1. What is a fiduciary? Why is it important to work with a fiduciary?
2. What process does a Parallel financial use to manage money? How does the QRLT process benefit clients?
3. Financial planning.... what is it? how does Parallel Financial handle it? Why is it so important?
Make sure to visit:
Parallel Financial Youtube Page
The Twenty Minute Market Breakdown on Spotify
The Twenty Minute Market Breakdown on Apple Podcasts
To set a time to speak with David Chudyk go to
www.weeklywealthpodcast.com/contact
To get your VALUE BUILDER SCORE and learn how you can maximize the VALUE of your business and receive an estimate of value of your business, go to www.allofmyassets.com
#weeklyweathpodcast #parallelfinancial #moneymanagement #the20minutemarketbreakdown
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