Having a Financial Plan and Sticking to ItPosted on
As financial professionals, you of course know the importance of financial planning. But do your clients and prospective clients? This episode Real Wealth® discusses that with Dr. Rob Weagley, Associate Professor and Department Chair of the Personal Financial Planning Department at the University of Missouri. We discuss the significance of a financial plan and how critical it is to work with a financial planner and advisor.
This program may have passed its compliance expiration date.
Please fill out the 'request access' form so we can get it re-approved and make it available to you.
Want more Real Wealth®? Upgrade to unlock access to Podcasts, Webinars and more!