Master Your Money: Clients’ Perspective on Financial Planning Journey

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Clients' Perspective on Financial Planning Journey

Barnum Financial Group presents Master Your Money, a client-facing podcast that answers all your questions about personal finance and the industry. From industry trends to the tenants of the business, your host Elizabeth Hiza will guide you along the way.

Today’s Episode: Clients’ Perspective on Financial Planning Journey

On this week’s episode, we’re talking about the clients’ perspective on their financial planning journey with Dan Flynn, Chief Revenue Officer, Barnum Financial Group. Elizabeth and Dan discuss all facets of a relationship between a financial advisor and their client.

You can find the podcast here:

Spotify | Apple Podcasts | Google Podcasts | Tune-In | Audacy

Make sure to subscribe wherever you listen to your podcasts.

To learn more, contact your Barnum representative today. Don’t have one? Click to get a complimentary financial assessment.

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