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Episode 10 – Questions You Should Be Asking Your Advisor

Cobblestone Capital Advisors
Cobblestone Capital Advisors
Episode 10 - Questions You Should Be Asking Your Advisor
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Jesse and Gabe sit down with Chris Mooney, Cobblestone’s Managing Director of Business Development, to discuss the most important and impactful questions we hear from our clients. Topics include:

– Our best tips for individuals to begin their financial conversations

– The power of a financial to-do list

– The single best question Gabe and Chris hear in their conversations

– Simple personal finance organization tips

– Thinking long-term with your finances and financial relationships

– Actionable advice for you to use in 2023

 

Disclosure: Information presented in this podcast is not intended to be nor should be construed as individualized investment advice.  All content is of a general nature and solely for educational, informational and illustrative purposes.  Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal.  Opinions of unaffiliated third-parties may not represent those of Cobblestone Capital Advisors or its employees.

 

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Disclosure: Information presented in this podcast is not intended to be nor should be construed as individualized investment advice. All content is of a general nature and solely for educational, informational and illustrative purposes. Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal. Opinions of unaffiliated third-parties may not represent those of Cobblestone Capital Advisors or its employees.