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themoneyfinder
advisordefusingdebt.wordpress.com
I am a financial advisor on a mission to see both sides of the balance sheet become a priority for every advisor. I want to help advisors help their clients make meaningful financial change when it comes to debt and cash flow management.
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All polls by themoneyfinder
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How do YOU define a high net worth client?
Posted 3 months ago on
themoneyfinder.ca/define-high-net-…
Would you pay for financial advice?
Posted 6 months ago on
advisordefusingdebt.wordpress.com/…
How would you like to receive training on debt, spending and financial behaviour?
Posted 8 months ago
My money mindset is......
Posted 11 months ago on
advisordefusingdebt.wordpress.com/…
What do you think?
Posted 1 year ago on
advisordefusingdebt.wordpress.com/…
What do you think, lease or buy?
Posted 1 year ago on
advisordefusingdebt.wordpress.com/…
Vote for a 6th Reason
Posted 1 year ago on
advisordefusingdebt.wordpress.com/…
Does he have a mortgage?
Posted 2 years ago on
advisordefusingdebt.wordpress.com/…
Does he have a mortgage?
0
votes
Posted 2 years ago
Are you willing to add debt and cash-flow management to your practice?
Posted 2 years ago on
advisordefusingdebt.wordpress.com/…
How do you spend from day to day?
Posted 2 years ago on
advisordefusingdebt.wordpress.com/…
How do you feel about debt?
Posted 2 years ago on
advisordefusingdebt.wordpress.com/…
When do you bring up debt with your clients?
Posted 2 years ago on
advisordefusingdebt.wordpress.com/…
When do you talk to your clients about debt?
Posted 2 years ago