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TCB-Financial Advisor vs. Financial Planner
Manage episode 415741354 series 3350711
المحتوى المقدم من The Journeys Group. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة The Journeys Group أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.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!
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