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Questions To Ask Your Financial Team (And Why You Need To Ask Them!)

Questions To Ask Your Financial Team (And Why You Need To Ask Them!)

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Dive into financial empowerment with Mim and Eunicia. Discover how to escape the "corner of shame" in finance, the importance of smart questions for advisors, and Excelstra's mission to design unique financial strategies. Tune in for an inspiring blend of personal stories and actionable advice!

Key Takeaways To Listen For

  • Importance of working with financial teams that support your investment decisions
  • Why you need to learn how to ask your financial team the right questions
  • Significance of relying on a proven financial process over individual financial advisors' opinions
  • Benefits of having a personalized financial plan
  • Advantages of having a cohesive financial team that works together seamlessly

Resources Mentioned In This Episode

  • The Empowered Financial Planner

Connect With Us

Do you want to hear more from the ladies of the Successful But Struggling podcast? Discover more empowering content when you go to https://www.successfulbutstruggling.com/!

▶️ Watch our videos: https://www.youtube.com/@SuccessfulButStruggling

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