When you have a financial need, do you know whom to turn to? Do you understand and navigate the many different financial professionals?
That's to answer this question, today for Money Chill Out Podcast I am with Stéphane Chotard, a financial advisor.
And we are talking about :
💡 Overview of financial professionals
🤔 How to differentiate them
🚦What are the main reasons someone might need help
🌈 How to build a relationship of trust
❌ No advice without trust
👉 Trends and concerns
💫 Impact of the DIY platforms on his job
Can't wait to know more?
