In the inaugural episode of The Financial Revamp, host Michelle Anthony shares her journey into financial advising, emphasizing the importance of trust and education in financial planning.
The conversation covers the holistic approach of Modern Wealth Management, common misconceptions about financial advisors, and how to prepare for an initial meeting with an advisor. The episode aims to empower listeners with knowledge and confidence in their financial decisions.
Click here or call 844-298-1900 to schedule a meeting with Michelle and her team. Let us know you heard our podcast!
See omnystudio.com/listener for privacy information.
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