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12 Questions to Ask Every Financial Advisor

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Content provided by greenupwealth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by greenupwealth 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://player.fm/legal.

What should you know about a financial advisor who you are trusting to help you with some of your life’s most important decisions? On this podcast our special guest is Tony Schmitt, President and CEO of GreenUp Wealth Management, who discusses 12 questions you should ask every financial advisor. Whether you already have an advisor or need to hire one, it's important that you tune into this podcast. Also, please take a moment and share this podcast with someone you care about, helping them achieve their financial goals.

  continue reading

25 episodes

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iconShare
 
Manage episode 337853304 series 2928454
Content provided by greenupwealth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by greenupwealth 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://player.fm/legal.

What should you know about a financial advisor who you are trusting to help you with some of your life’s most important decisions? On this podcast our special guest is Tony Schmitt, President and CEO of GreenUp Wealth Management, who discusses 12 questions you should ask every financial advisor. Whether you already have an advisor or need to hire one, it's important that you tune into this podcast. Also, please take a moment and share this podcast with someone you care about, helping them achieve their financial goals.

  continue reading

25 episodes

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