GOOD MORNING AND GREAT COFFEE!
This episode discusses something not talked about enough throughout the financial world as it relates to planning. Tactical money management is a strategy that should be something that is looked into on both sides, the consumer and the advisor.
The guys delve into this topic, talking about the basic in's and out's, what to discuss when you sit down with someone, and how it can be a great advantage to your planning strategies. Have a listen and take a few ideas from this great episode!
REMEMBER: LIVE WELL AND PLAN EVEN BETTER
Iron Tree Financial
1-8444-444-YTYM
www.irontreefinancial.com
