On this episode, I share how I structure my client and guest
meetings. If you've never worked with an advisor before, this might
alleviate some hesitation due to wondering what actually takes
place in a meeting.
About the Podcast
What are the real financial strategies retirees need to know to make their retirement successful?
Join Stephen H. Nelson, Chartered Financial Analyst (CFA®) charterholder, CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, and President of Birchwood Capital, as he helps you retire confidently.