Financially Intentional Tips for Choosing the Right Financial Advisor - Expert Edition Episode 35 (Classic Episode)
Our guest Leisa Peterson, certified financial planner and author of "The Mindful Millionaire," discuss the key factors to consider when working with a financial planner. We delve into the importance of finding a fiduciary advisor who prioritizes your interests above all else and share essential questions to ask during the selection process. We emphasize the significance of having a partner in your financial journey, not someone who does everything for you but empowers and educates you to take control of your money confidently. We hope you gain valuable insights on achieving financial independence and learning about the Mindful Millionaire approach to transforming your relationship with money.
About our guest:
Leisa Peterson, CFP® is on a mission to help 1,000,000 people elevate their financial consciousness. As a money coach, business consultant and spiritual teacher, Leisa hosts the Mindful Millionaire podcast as well as virtual workshops and deep-dive retreats. Her masterful blend of sound financial strategy and mindfulness training helps people break free of patterns of lack, scarcity and money fears, allowing them to finally lead the rewarding, fulfilling, and abundant lives they most desire.
The Mindful Millionaire by Leisa Peterson
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