Having a Financial Plan and Sticking to It

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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.

 

 


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  • Dr. Robert Weagley
    Associate Professor & Department Chair of the Personal Financial Planning Department at the University of Missouri

Having a Financial Plan and Sticking to It

About Episode & Marketing Content

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.

 

 

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