How to improve the financial planning industry with clients
Lee Stoerzinger joins Jim Blasingame to recommend to financial planners how to take a more holistic approach to serving clients than just ROI.
More interviews with Lee Stoerzinger
How to begin a relationship with a financial planner
Why your financial picture should be more than just about money
How to begin a relationship with a financial planner
How to improve the financial planning industry with clients
Why your financial picture should be more than just about money