The Money Pig Podcast

Do your values align with your financial advisor?

www.goodwininvestment.com Season 2 Episode 27

Episode 67 - Do your values align with your financial advisor?

Description

The Money Pig Podcast Episode features Tim Goodwin discussing values alignment, investment philosophy, client experience, Inside Out 2 and financial planning, website and marketing. Key points included the importance of aligning values between clients and advisors, personalized financial planning, and addressing financial anxiety.