The Sugar Daddy Podcast
2: What is a Financial Planner Anyway?
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.
If you’d like to leave us a question to be answered during future episodes, you can do so at Speakpipe. We can’t wait to hear from you!
Be sure to connect with us on Instagram
Learn more about Brandon, and Oak City Financial
Schedule 30 minutes with Brandon
Please remember to subscribe, rate, review and share. It means so much to us.
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.
If you’d like to leave us a question to be answered during future episodes, you can do so at Speakpipe. We can’t wait to hear from you!
Be sure to connect with us on Instagram
Learn more about Brandon, and Oak City Financial
Schedule 30 minutes with Brandon
Please remember to subscribe, rate, review and share. It means so much to us.