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SELECTING YOUR DREAM TEAM: Who You Need to Fill Out Your Financial Team
Manage episode 376073580 series 2910041
Το περιεχόμενο παρέχεται από το ClearVista Financial. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον ClearVista Financial ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
Drawing inspiration from Proverbs 15:22, we dissect the key players necessary for a well-rounded financial strategy. From financial advisors and accountants to estate planning attorneys and specialist experts, we uncover the roles that contribute to a victorious financial game. Tune in to learn how to customize your dream team to your goals, ensuring a seamless collaboration that leads to financial triumph.
OTHER CONTENT YOU MAY LIKE:
👉 What is a Certified Kingdom Advisor?
👉 MARKET UPDATE: August 2023
👉 Is My Financial Advisor Doing a Good Job? 5 Questions to Ask When Evaluating Your Financial Advisor
👉 5 Money Habits Kids Need to Know
👉 NAVIGATING VOLATILE MARKETS: 4 Lessons from the Bible
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
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