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TCB-Financial Advisor vs. Financial Planner

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Manage episode 415741354 series 3350711
内容由The Journeys Group提供。所有播客内容(包括剧集、图形和播客描述)均由 The Journeys Group 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

Join Tommy and George in today's episode as they discuss the difference between a financial advisor and a financial planner. Although these two roles are often used interchangeably, they have two very different approaches to your financial situation and provide different services. Here at The Journeys Group, we are firm believers of working with a Certified Financial Planner in order to get the best level of service and care when it comes to your financial future and goals. Tune in to hear more!

  continue reading

125集单集

Artwork
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Manage episode 415741354 series 3350711
内容由The Journeys Group提供。所有播客内容(包括剧集、图形和播客描述)均由 The Journeys Group 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

Join Tommy and George in today's episode as they discuss the difference between a financial advisor and a financial planner. Although these two roles are often used interchangeably, they have two very different approaches to your financial situation and provide different services. Here at The Journeys Group, we are firm believers of working with a Certified Financial Planner in order to get the best level of service and care when it comes to your financial future and goals. Tune in to hear more!

  continue reading

125集单集

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