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Beyond Advising: The Essential Role of Daily Money Managers - Christine Dolan [Founder & Daily Money Manager]
Manage episode 427240855 series 3584470
内容由Financial Planning Association National Capital Area Chapter提供。所有播客内容（包括剧集、图形和播客描述）均由 Financial Planning Association National Capital Area Chapter 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。
In this episode, host Belle Osvath, CFP® interviews Christine Dolan, the founder of C. Dolan and Associates Financial Organizing. Christine explains the role of a daily money manager and how they provide essential day-to-day financial management services that complement the work of financial advisors. Christine details how her firm helps clients manage their bills, organize financial paperwork, prepare for tax time, and reduce financial stress.
The discussion also covers the signs that a client may need a daily money manager and how financial advisors can approach this topic with their clients. This episode is for financial planners looking to understand the benefits of daily money management for their clients and how to find trustworthy professionals in this field.
https://www.cdolanfinancial.com
https://www.linkedin.com/in/christine-dolan-mba-6260892/
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The Smarter Planner Podcast is a product of the Financial Planning Association National Capital Area Chapter (FPA NCA). All information is for educational and informational purposes only. Belle Osvath and the FPA NCA do not endorse or recommend any people, products, or services featured or discussed in this podcast.
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