Financial Advisor explains the responsibilities of a fiduciary Financial Advisor Philip Blum speaks about the frequency in meeting with his clients. We learn that Philip personally allows the clients to dictate the review processes whether quarterly, annually, or another time frame. Philip also speaks on the different projects he is involved in during the time […]
How do I choose the right financial advisor? Financial Advisor Philip Blum addresses the factors to be considered when seeking out an advisor. We are encouraged to find an advisor that is not limited by their capacities. Philip personally would shy away from professions that offer only one service, as it will be the only […]
What should I know about overall financial planning? Financial Advisor Philip Blum speaks on overall financial planning. Philip shares a common misconception of clients, believing that their long-term goals will change drastically. Although there will be changes in life, clients will maintain the same general accounts and planning process. Company Website: https://awiseway.com Join Mailing List: http://eepurl.com/4O_iD […]
Why should I seek out a financial advisor? Financial Advisor Philip Blum speaks about the role of a financial advisor. Philip shares that amongst his many roles, he works primarily with clients to ensure they get to a better position in terms of finance. In addition to wealth potential, Philip explains the different types of […]