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From Transactional to Trust: The Relationship Test

From Transactional to Trust: The Relationship Test

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This episode explores the crucial shift from a purely transactional relationship with a financial advisor to one built on mutual trust. We'll provide a clear guide on what questions to ask and red flags to look for when selecting an advisor, emphasizing the importance of finding a true fiduciary. Tune in to learn how to identify a partner who prioritizes your financial well-being and helps you build a lasting, trustworthy relationship.
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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.