Choosing a financial advisory firm is a critical decision, and today, we'll dive into why Fiat stands out among the rest. We'll break down how, unlike firms dealing with trust funds or perpetual wealth, Fiat focuses on those transitioning from their working years to retirement, fostering relationships with clients they genuinely care about. Listen in to discover the significance of liking your financial advisor and the benefits of seeking help for retirement planning.
You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/68
