The Sugar Daddy Podcast

2: What is a Financial Planner Anyway?

July 31, 2022 The Sugar Daddy Podcast Season 1 Episode 2
The Sugar Daddy Podcast
2: What is a Financial Planner Anyway?
Show Notes

Financial Planner, Financial Advisor, Wealth Manager… what does all of this mean anyway and is there a difference? When should you start working with one? Listen in as Brandon and Jessica discuss the history of financial planning and how the industry is changing for the better.

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