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SO YOU THINK YOU HAVE IT ALL ORGANIZED?
Автор: Three60 Wealth Family Office
Загружено: 2025-06-24
Просмотров: 16
Описание:
This podcast explores the key difference between getting financial advice and having a complete financial plan. Many business owners trust long-time advisors, yet a closer look often reveals gaps when advice isn’t part of an integrated strategy. One example involves a business family who seemed well-prepared but had fragmented planning. This led to a shift toward building a truly planning-focused firm. Listeners can evaluate their own situation with a free 20-point self-assessment at Three60wealth.ca/planning.
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