Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
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How to Interview an Advisor
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Manage episode 490418635 series 2280163
Content provided by Westwood One Podcasts and Cumulus Providence. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Westwood One Podcasts and Cumulus Providence or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Choosing your financial advisor is a decision that should not be taken lightly, because any professional relationship that could span decades is worthy of some due diligence. Donna and Nathan discuss the questions you should ask when interviewing a new financial advisor. Also on MoneyTalk, Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 6/17/2025; Original Air Date: 3/21/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!
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100 episodes
MP3•Episode home
Manage episode 490418635 series 2280163
Content provided by Westwood One Podcasts and Cumulus Providence. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Westwood One Podcasts and Cumulus Providence or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Choosing your financial advisor is a decision that should not be taken lightly, because any professional relationship that could span decades is worthy of some due diligence. Donna and Nathan discuss the questions you should ask when interviewing a new financial advisor. Also on MoneyTalk, Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 6/17/2025; Original Air Date: 3/21/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!
…
continue reading
See omnystudio.com/listener for privacy information.
100 episodes
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