Mar 2, 2023
Are you tired of one-size-fits-all financial advice that doesn't quite fit your unique needs and goals?
In this episode, we'll tackle the question of whether an advisor should tailor a plan to fit your personality. We'll discuss the pros and cons of different approaches and explore how understanding your financial personality can help you make more informed decisions.
Here’s some of what we’ll discuss in this episode:
Get additional financial information: https://sephtonfinancial.com/podcasts/