Why we ask the questions we ask

Something More with Chris Boyd

Innehåll tillhandahållet av J. Christopher Boyd. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av J. Christopher Boyd eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

18d ago 34:11

MP3•Episod hem

Why we ask the questions we ask – Chris Boyd and Jeff Perry explain why financial advisors ask so many questions. Many of the questions may not seem relevant to the creation of a financial plan. The conversation starts with the first meeting which Chris calls the “getting to know you meeting” and follow up document gathering. Subjects covered include a wide variety of financial planning topics, goal setting and how one’s goals should drive one’s financial plans. Chris and Jeff discuss why questions about your health, family situations, and where you live are important to the creation of a successful financial plan. Chris and Jeff also remind listeners of the upcoming online seminar about college planning on September 24th (see link below).

For more information or to reach Chris Boyd or Jeff Perry, click the below link: https://www.wealthenhancement.com/s/advisor-teams/amr

To register for our College Planning Webinar, click the link below: https://attendee.gotowebinar.com/register/3777108755579750751

1000 episoder

#Finance #Business Disciplines #Trading #Business News #Divorce #Financial #Personal #Planning #Portfolio #Talk #J. Christopher Boyd #News #Business #IT Management #Mortgage #Investing