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Podcast: The Strategy Stacker - Luke Talks Money
Episode: Luke on 2CC – Top tips for working with a financial planner effectively
Description: Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in Money Matters, which aired live on Friday 1 November 2024. Luke joins Leon Delaney in the studio with Luke to talk about how to work effectively with a financial planner. Advising clients is an important role, and to get the most out the relationship you have with a financial planner, there’s things you can do to make your life easier and the life of your planner too.
It’s important to remember that all financial planners have to follow certain rules when providing and implementing financial advice. This incl...