Clients, Financial Advice and Financial Counseling

Helping veterans and military with financial planning

Nationwide Financial

NOVEMBER 10, 2022

Key Takeaways: Veteran and military clients are in the unique position to receive various benefits from the U.S. Helping your clients navigate these opportunities can be challenging, but the VA. Helping your clients navigate these opportunities can be challenging, but the VA. Financial veteran benefits.

Financial Planning

Financial Planning Planning Education Clients

Transcript: Ramit Sethi

The Big Picture

JUNE 6, 2023

RITHOLTZ: What’s the pushback to that from clients? RITHOLTZ: That’s more counseling than it is financial advice. Jay Abraham taught me a lot about putting my customers and clients at the center of my world. SETHI: Yes. From people? They know that they should probably pay off debt.

Accounting

Accounting Numbers Budgeting Financial Counseling

Financial Advisor Source

Helping veterans and military with financial planning

Transcript: Ramit Sethi

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