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内容由Michael Stewart提供。所有播客内容（包括剧集、图形和播客描述）均由 Michael Stewart 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
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Where Financial Advisors Drop The Ball
Manage episode 307600953 series 2380175
内容由Michael Stewart提供。所有播客内容（包括剧集、图形和播客描述）均由 Michael Stewart 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
We see a lot of people who aren’t getting the kind of advice and service from their financial advisor that they should be. In a lot of cases, the advisor is only “managing the investments,” but not providing guidance in other areas. Let’s talk about some of the things that your advisor should be doing.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
138集单集
分享
Manage episode 307600953 series 2380175
内容由Michael Stewart提供。所有播客内容（包括剧集、图形和播客描述）均由 Michael Stewart 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
We see a lot of people who aren’t getting the kind of advice and service from their financial advisor that they should be. In a lot of cases, the advisor is only “managing the investments,” but not providing guidance in other areas. Let’s talk about some of the things that your advisor should be doing.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
138集单集
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Bloomberg Best features the best stories of the day from Bloomberg Radio, Bloomberg Television, and over 150 Bloomberg News bureaus around the world. Hosted by Ed Baxter and Denise Pellegrini.
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