Inspired by Kim Scott's book Radical Candor I share a framework for building a strong and lasting relationship with your financial planner, investment adviser, or wealth manager. Kim states a radically candid relationship is caring personally while challenging directly. Let's explore why this is a great way to engage with your adviser.
If you are listening on Apple or Spotify, don't forget to give the show a review or rating. Thank you for your support!
Subscribe to my newsletter: advisercheckup.substack.com/welcome/
Check out my website: https://www.advisercheckup.com
Connect on Instagram: https://www.instagram.com/advisercheckup/
Important Disclosures: I am not a financial adviser. Information presented is for educational purposes only and should not be interpreted as financial advice. I am here to help you better your relationship with your own financial adviser, not to be one.
