Monthly Archives: September 2019

09/18/19 Episode 27 — How Financial Advisors Are Paid (And Why)



  • Discover how financial advisors charge for their services, which method Gates Pass Advisor chooses — and why
  • Tune in now and get clarity on how Gates Pass’s planning method goes hand-in-hand with how they charge clients, along with what the planning process looks like

 

Resources:

Gates Pass Advisors | Mind Games | esther@gatespassadvisors.com 


09/04/19 Episode 26 — Breaking Down Your Planning Barriers



  • Tune in now to learn about the strategies Esther Szabo uses to help prospective clients overcome their hesitation around hiring a financial advisor 
  • Learn how the Gates Pass Advisors team helps clients put guardrails in place so they can better navigate life’s transitions and unexpected road bumps

 

Resources:  Gates Pass Advisors | esther@gatespassadvisors.com