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Ep 25: What's The Difference Between An Advisor & Planner?
Manage episode 326858950 series 2841245
The financial world is filled with a lot of terms that can make it difficult for many people to navigate. On this show, we'll be discussing the differences between an advisor and a planner. We hope that this can help clear up any confusion you may have had with these two terms.
Check Out Our YouTube Channel: www.youtube.com/@brindleandbay
Contact:
Website - https://www.brindleandbay.com/
214-988-9178
75 episódios
Manage episode 326858950 series 2841245
The financial world is filled with a lot of terms that can make it difficult for many people to navigate. On this show, we'll be discussing the differences between an advisor and a planner. We hope that this can help clear up any confusion you may have had with these two terms.
Check Out Our YouTube Channel: www.youtube.com/@brindleandbay
Contact:
Website - https://www.brindleandbay.com/
214-988-9178
75 episódios
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