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Best Books?
Manage episode 487786116 series 7742
Best Books? – Chris Boyd opens this episode with a story from his most recent trip to the dentist where the hygienist was asking for financial planning book recommendations and advice as to how she should go about finding a financial planner who is willing to work with someone who has a modest income and assets. Chris and co-host Jeff Perry suggest a wide variety of books for people at various stages of their financial journey. The dialogue shifts to the challenges of finding a financial planner. Jeff shares the three questions that everyone should ask to anyone in the financial services industry who they are considering working with. For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr
1002 episodes
Manage episode 487786116 series 7742
Best Books? – Chris Boyd opens this episode with a story from his most recent trip to the dentist where the hygienist was asking for financial planning book recommendations and advice as to how she should go about finding a financial planner who is willing to work with someone who has a modest income and assets. Chris and co-host Jeff Perry suggest a wide variety of books for people at various stages of their financial journey. The dialogue shifts to the challenges of finding a financial planner. Jeff shares the three questions that everyone should ask to anyone in the financial services industry who they are considering working with. For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr
1002 episodes
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