
Ask an Adviser: In the room with Glen Hare & a real client
From Equity Mates Investing Podcast
Published 5/27/2024

From Equity Mates Investing Podcast
Published 5/27/2024
If you've ever wondered how a financial advisor actually works with a client (as we certainly have), then this episode will shed some more light on the process.Equity Mates team member Emily very kindly agreed to take us behind the scenes and step through the process she went through with her…