Posts Tagged ‘financial advisor’
How to Become a Financial Planner (and Why Latinos Should Care) with Joe Bautista | HDM 183
Have you ever wondered how to become a financial planner? In this episode, Joe Bautista shares exactly what it takes. He also shares why Latinos should pay more attention to the financial planning field. What you’ll learn about in today’s episode: The decision he made when learned that his parents declared bankruptcy The stats of Latino financial…
Read MoreUncover the Differences in These 4 Types of Financial Professionals | HDM 23
Have you ever wondered how to choose from all the financial professionals available? It can be confusing. Even though money has been around for a long time, the personal finance field is still evolving which means new professions within the field are born over time. We are used to hearing the terms financial advisor or financial…
Read MoreNavigating Through the 9 Pillars of Financial Services | HMM 156
The world of financial services is broad and it is good to have a good understanding of the overall picture. Today I am breaking it down for you AND I am providing you tons of resources so make sure you go to today’s show notes on the website so you don’t miss out. What You’ll Learn…
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