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2min chapter
Helpful Basics: The Financial Advice Process
The Meaningful Money Personal Finance Podcast
Preparing for Financial Advisory: A Lesson from Blind Shopping
This chapter uses a humorous analogy of shopping for window blinds to illustrate the importance of being organized before financial consultations. It highlights helpful platforms for finding financial advisors and emphasizes the significance of client testimonials in making informed choices.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode