In this special, two-guest episode, Eric talks to Brent Weiss and Holly Grosvenor about the different levels of financial advising available to clients and which one is right for which person.
Bullet points of what is covered during the episode:
- Financial coaching versus financial advising
- What are the levels of financial assistance available and which is right for each type of client
- Understanding what you’re trying to achieve financially and why
Show Notes Here
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