How to begin a relationship with a financial planner
Lee Stoerzinger joins Jim Blasingame to recommend some tips on how to interview and associate with a financial planner that you might not think about.
Category:
Financial Planning
More interviews with Lee Stoerzinger »See all
Lee Stoerzinger joins Jim Blasingame to recommend to financial planners how to take a more holistic approach to serving clients than just ROI.
Lee Stoerzinger joins Jim Blasingame to put our financial situation in perspective with other parts of our lives and humanity, including spiritual, emotional and intellectual.
Lee Stoerzinger joins Jim Blasingame to recommend some tips on how to interview and associate with a financial planner that you might not think about.
Lee Stoerzinger joins Jim Blasingame to recommend to financial planners how to take a more holistic approach to serving clients than just ROI.
Lee Stoerzinger joins Jim Blasingame to put our financial situation in perspective with other parts of our lives and humanity, including spiritual, emotional and intellectual.
