How To Find A Financial Advisor
What if I am wrong?
June 17, 2024
Sean Kernan
Season 5
Episode 5
What if I am wrong?
How To Find A Financial Advisor
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How To Find A Financial Advisor
What if I am wrong?
Jun 17, 2024
Season 5
Episode 5
Sean Kernan
Sean and Ben often ask themselves if they're actually helping their clients, or if they may have made a mistake. Ben had a client who was certain he could handle his estate planning needs on his own, without Ben. Spoiler alert: He didn't.
Sean and Ben often ask themselves if they're actually helping their clients, or if they may have made a mistake. Ben had a client who was certain he could handle his estate planning needs on his own, without Ben. Spoiler alert: He didn't.