THE TRUTH ABOUT YOUR FUTURE with Ric Edelman cover image

6/9/23: Revolutionary Elimination of Medical Debt

THE TRUTH ABOUT YOUR FUTURE with Ric Edelman

00:00

The Role of Advisors in the Life of Clients

Rick Steves: I believe in something kind of silly called the ripple effect. You know, when an advisor makes a difference in the life of a client,. The impact that that financial planning has extends into the next generation and beyond. He says advisors are good at being advisors, but they aren't necessarily good or experienced or knowledgeable about how to truly help clients.Steves: Ask your advisor if they've gone through Raysclafani training. If they have, it tells you something about their professionalism.

Play episode from 23:30
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app