Cathy welcomes the brilliant ladies of her Financial Advisor Mastermind Group: Maura Griffon of Blue Spark Financial, Beverly Cox of B. Cox Planning, Stephanie Bruno of Sea To Peak Financial Advisors, and Tanya Nichols of Align Financial. The women share their client success stories, giving you a deeper understanding of how exceptional financial advisors help their clients while also demonstrating how participating in a peer-to-peer mentoring group elevates the level of service they provide. For show notes and important links, visit: https://curtisfinancialplanning.com/2020/08/04/episode-5-what-advisors-do-for-their-clients/
For more information and resources related to this episode, please visit the show notes.
