Ep. 25 “Crap No One Tells You About Being a Financial Advisor” with Rick Wagner of Raymond James
Description
On this episode of Crap No One Tells You, Rick Wagner joins us to talk about what goes into being a financial advisor. Many people fail to realize what a true financial advisor, or financial “craftsman,” truly helps their clients to achieve. Luckily, Rick is here to explain how financial advisors can help you mitigate risk and save for the future, what a broker check is, the importance of prioritizing financial goals, and much more!
Rick Wagner, CFP
Senior VP, Wagner Wealth Management of Raymond James
https://www.raymondjames.com/wagnerwm/about-us/bio?_=Rick.Wagner
Thank you to our sponsor, RedKnight!
www.redknight.com
RedKnight.com - our sponsor and host
Want to turn your small business into an awesome brand so you can see more consistent growth?
United States
