Episode 25 — Want Financial Advice Without Handing Over Your Portfolio? Here’s What You Need to Know



  • Listen in to learn how fiduciaries like Esther Szabo handle requests for “quick fixes” from clients who don’t want to receive a full range of services
  • Discover what you need to know about effective personal financial planning whether you employ a portfolio manager or manage your financial future independently.  
  • Tips about mental blind spots, big-picture planning, and reaching your goals

 

Resources:  Gates Pass Advisors | esther@gatespassadvisors.com


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