Wednesday Jan 03, 2024

A Client Centric Approach with Michael Solari

On this show, we talked about the importance of taking a fiduciary, client centric approach to financial planning, how that benefits clients and what that process looks like with Michael Solari, CFP and Principal of Solari Financial Planning.  Listen to learn about overcoming avoidance behaviors and getting on the right track financially!

For the Difference Making Tip, scan ahead to 15:16.

You can learn more about Mike at SolariFinancial.com, Twitter, Facebook and LinkedIn.

Did you get anything out of this episode? Do us a solid and leave a review:

https://ratethispodcast.com/alignedmoneyshow 

Learn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, YouTube and Facebook

Buy George G a coffee (he loves coffee)

https://www.buymeacoffee.com/lifeblood

Have George G speak

https://moneyalignmentacademy.com/speaking/ 

Financial literacy and wellness for individuals, families, and companies

https://moneyalignmentacademy.com/ 

Find George G’s books here

https://amzn.to/3R2gIhH 

The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2024.

Copyright 2023 All rights reserved.

Version: 20241125