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Home > Retire Smarter > Ep 2: Details vs. Relationships
Podcast: Retire Smarter
Episode:

Ep 2: Details vs. Relationships

Category: Business
Duration: 00:18:19
Publish Date: 2018-08-16 10:28:55
Description:

Unfortunately, many financial advisors fall into one camp or another. They're either a great relationship person or they're extremely focused on planning details. Kevin will tell us about a couple who called him recently after experiencing one of those scenarios and how it cost them a lot of money. Listen to this episode of "Retire Smarter" to find out why you should work with an advisor who respects the unique details of your situation, while also developing a strong working relationship with you. Only having both will lead to clarity and confidence in your decision making about your financial future.

For more about True Wealth Design, visit: http://www.truewealthdesign.com/

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