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