
02
Nov
Nibbles & Knowledge - Zoom
Description
Creating Value in an Advisory Relationship
Looking forward to having you join us on Zoom!
- What is the difference between a Financial Planner and an Investment Advisor?
- How do you avoid the expensive tuition of the School of Hard Knocks?
- Recognizing the value of avoiding negative impacts.
- Who gets the most value out of coaching?
Looking forward to having you join us on Zoom!
Date and Time
Tue, Nov 02, 2021
6:30p - 7:30p MST