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Beyond Advising: The Essential Role of Daily Money Managers - Christine Dolan [Founder & Daily Money Manager]
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Innhold levert av Financial Planning Association National Capital Area Chapter. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Financial Planning Association National Capital Area Chapter eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
In this episode, host Belle Osvath, CFP® interviews Christine Dolan, the founder of C. Dolan and Associates Financial Organizing. Christine explains the role of a daily money manager and how they provide essential day-to-day financial management services that complement the work of financial advisors. Christine details how her firm helps clients manage their bills, organize financial paperwork, prepare for tax time, and reduce financial stress.
The discussion also covers the signs that a client may need a daily money manager and how financial advisors can approach this topic with their clients. This episode is for financial planners looking to understand the benefits of daily money management for their clients and how to find trustworthy professionals in this field.
https://www.cdolanfinancial.com
https://www.linkedin.com/in/christine-dolan-mba-6260892/
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The Smarter Planner Podcast is a product of the Financial Planning Association National Capital Area Chapter (FPA NCA). All information is for educational and informational purposes only. Belle Osvath and the FPA NCA do not endorse or recommend any people, products, or services featured or discussed in this podcast.
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