How Can I Take Control of My Financial Life?- Real Life

แชร์
ฝัง
  • เผยแพร่เมื่อ 16 พ.ย. 2023
  • How Can I Take Control of My Financial Life?- Real Life
    Following a meeting with a group of sales executives, I wanted to recap our conversation in the hopes that it can help some of you.
    I like to ask folks a couple of questions: "Why is money important to you?" and "What would you do with $1 million?" Both of these questions get people thinking and also allow me to gauge their investing intention and purpose.
    How Can I Take Control of My Financial Life?- Real Life
    --
    ► Subscribe: / @cavinesswealth
    --
    David Caviness, CFP® on:
    • LinkedIn: / dcaviness
    • Twitter: / cavinesswealth
    • Website: cavinesswealth...
    Thanks for watching!
    How Can I Take Control of My Financial Life?- Real Life
    #financialplanning #financialadvisor #finances #clientconversations #retirement #401k #financialstability #retirement #investing #taxes

ความคิดเห็น •