37 min

#119 Pivot client story w. Maddie - “I've seen financial advisers before, but knew there was a better way‪”‬ Mo Money

    • Investing

In this episode, I chat with one of our lovely clients, Maddie who downloads how the experience that she had talking to a more traditional financial advisor, turned her away from financial advice for a bunch of years that she came to later regret some of the financial decision-making, hacks that she learned through the financial advice process.
 
And also, how she thinks is best to tackle finding the right advisor or the right person or team of people to help you with your money.
 
 
Want to keep making the right money moves with complete confidence?
 
Upcoming online training events: https://bit.ly/PivotEvents
 
Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast
 
Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod

Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
 

In this episode, I chat with one of our lovely clients, Maddie who downloads how the experience that she had talking to a more traditional financial advisor, turned her away from financial advice for a bunch of years that she came to later regret some of the financial decision-making, hacks that she learned through the financial advice process.
 
And also, how she thinks is best to tackle finding the right advisor or the right person or team of people to help you with your money.
 
 
Want to keep making the right money moves with complete confidence?
 
Upcoming online training events: https://bit.ly/PivotEvents
 
Book a Money Breakthrough Session with a Pivot Adviser:  https://calendly.com/ben-nash-pivot/breakthrough-podcast
 
Free download of my Amazon best-selling book ‘Get Unstuck’: https://bit.ly/PivotGUSPod

Pivot Blog for other money tips, tools and hacks: https://bit.ly/PivotBlog
 

37 min