A new study shows some advisors are out of touch with their client needs. How do you make sure you and your advisor are on the same page?
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13m ·
The disconnect between advisors and their clients
- Podcast title
- Retirement Coffee Talk
- Description
Charisse Rivers is the founder and president of Zinnia Wealth Management in Ocala, Florida. Her passion is to help families grow and protect their wealth and guide them to and through retirement. “Retirement Coffee Talk” is a fun and informative look at the financial issues of the day and how they affect those saving for retirement.
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