Jill on Money with Jill Schlesinger

Maximizing Your Advisor Relationship

Jul 12, 2024
Learn about maximizing your advisor relationship and navigating investment strategies in retirement planning. Explore alternative options for affluent individuals seeking financial planners at a reduced cost. Engage with the podcast through their website, newsletter, and YouTube show.
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Episode notes
1
Intro
00:00 • 2min
2
Maximizing Your Advisor Relationship
02:13 • 9min
3
Navigating Investment Strategies and Advisor Transparency in Retirement Planning
11:07 • 4min
4
Maximizing Financial Advisor Relationships for Wealthy Individuals
15:34 • 2min