How often do you lie awake at night thinking about financial stress or questioning if you should
hire a financial advisor? You aren’t alone.
In this episode, Tom Fleishel shares the answer to the top ten questions produced from a recent
survey by Fleishel Financial Associates. These highlight some of the most important topics for
advisors and clients to consider when creating a financial plan or meeting for the first time.
● What are some of the biggest challenges financial advisors and clients have recently
● How financial planning alleviates stress and anxiety
● Why consistent review of all the pieces is necessary when building a retirement plan
● How financial advisors help clients achieve their financial goals
● And more!