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When It Makes Sense to Work With An Advisor

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Manage episode 464728633 series 3589430
Content provided by Kedrec Wealth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kedrec Wealth or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

“Hey Mike, every time I’ve entertained working with an advisor, they recommend funds that I could have gotten on my own. Is there any difference between what advisors can offer and what we can get on our own?” Discover investments and products that you can only get through an investment advisor or licensed insurance agent and why it may make sense to explore other marketplaces with them.

Text your questions to 913-363-1234.

Request Your Wealth Analysis by going to www.yourwealthanalysis.com

  continue reading

290 episodes

Artwork
iconShare
 
Manage episode 464728633 series 3589430
Content provided by Kedrec Wealth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kedrec Wealth or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

“Hey Mike, every time I’ve entertained working with an advisor, they recommend funds that I could have gotten on my own. Is there any difference between what advisors can offer and what we can get on our own?” Discover investments and products that you can only get through an investment advisor or licensed insurance agent and why it may make sense to explore other marketplaces with them.

Text your questions to 913-363-1234.

Request Your Wealth Analysis by going to www.yourwealthanalysis.com

  continue reading

290 episodes

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