What You Should Know Before Meeting With a Financial Advisor

Released Wednesday, 19th August 2020

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What You Should Know Before Meeting With a Financial Advisor

Wednesday, 19th August 2020

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Coming fully prepared for the first meeting with your financial advisor makes for a more comfortable, efficient, and rewarding experience. But what should you bring to your meeting? In this episode of Beyond Your Money, Mike Dukovich dives into the client experience, unpacking his process and how he helps clients and prospects prepare for the …

From The Podcast

Beyond Your Money

Welcome to Beyond Your Money with Mike Dukovich from RBC Wealth Management. It’s your money, it’s your life, and it’s time for you to take control. We believe life’s greatest returns are realized when you invest beyond your money. Join us, and we’ll help you build the financial foundation for the life you envision.

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