Bankers and Brokers: Working with Financial Professionals

$19.99

Accountants, agents, bankers, brokers, coaches, consultants, counselors, and planners – it’s a jungle out there! Learn how to select the right professional to guide you on your financial journey. This course provides tools, tips, and action plans for you to determine when and how to seek financial guidance, what type of financial professional might be best for you based on your needs, and how to establish and manage a valuable relationship. A review of financial apps and software is also included.

SKU: fr-course-bb Category:

Accountants, agents, bankers, brokers, coaches, consultants, counselors, and planners – it’s a jungle out there! Learn how to select the right professional to guide you on your financial journey. This course provides tools, tips, and action plans for you to determine when and how to seek financial guidance, what type of financial professional might be best for you based on your needs, and how to establish and manage a valuable relationship. A review of financial apps and software is also included.

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