The Team
16 apr 2023 ·
31 min. 39 sec.
Scarica e ascolta ovunque
Scarica i tuoi episodi preferiti e goditi l'ascolto, ovunque tu sia! Iscriviti o accedi ora per ascoltare offline.
Descrizione
In this episode, the Sonoma Wealth Advisors team discusses their approach to financial planning and investment management. The team talks about their experience working with clients and the importance of...
mostra di più
In this episode, the Sonoma Wealth Advisors team discusses their approach to financial planning and investment management. The team talks about their experience working with clients and the importance of being a fiduciary. They also touch on the Dave Ramsey baby steps and how they help clients navigate the different stages of their financial journey. Chapters
mostra meno
- Introduction (0:00)
- Background on the Sonoma Wealth Advisors team (1:08)
- The importance of being a fiduciary (4:23)
- The Dave Ramsey baby steps (9:25)
- Navigating the different stages of financial planning (14:40)
- Dealing with fees transparently (18:45)
- Investment management and the four buckets (20:57)
- Communicating with clients (23:45)
- Support team and working with clients at different stages (26:10)
- Conclusion (28:53)
- Sonoma Wealth Advisors: https://www.sonoma-wealth-advisors.com/
- Financial Peace University: https://www.ramseysolutions.com/ramseyplus/financial-peace-university
- Dave Ramsey: https://www.daveramsey.com/
- Entree Leadership Conference: https://www.entreeleadership.com/
- Ramsey Solutions: https://www.ramseysolutions.com/
- SmartVestor Pro: https://www.smartvestorpro.com/
Informazioni
| Autore | 707 Media |
| Sito | - |
| Tag |
Copyright 2024 - Spreaker Inc. an iHeartMedia Company
