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AI’s Coming for Your Job? How to Outwit the Robots (SB1699)

The Stacking Benjamins Show

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Navigating Financial Advisor Relationships

This chapter explores the essential criteria for hiring a financial advisor, stressing the alignment of expectations and the importance of understanding one's own financial needs. The discussion includes the significance of clear communication, researching advisor credentials, and recognizing the client's role in their financial journey. Additionally, the chapter covers various advisor payment structures and hints at an upcoming episode dedicated to listener questions, emphasizing community engagement.

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