Dec 29, 2023
7Has your life changed since you started your financial plan?
In this segment, Chris Boyd outlines a
complementary offer to 10 listeners for a portfolio review and the
creation of a financial
plan. Chris is joined on air by AMR’s Lead Financial Planner Scott
Birmingham and
Investment Advisor Representative Jeff Perry. The trio goes into
detail regarding how a
financial plan should identify your goals and objectives while
balancing both priorities of
performance and personal risk management. Chris explains a
two-meeting process where
the client’s interests are paramount. Chris, Scott, and Jeff
explain that once one goes
through the initial discovery process, AMR analyzes the information
and makes specific
recommendations of how AMR can help people address their fears and
reach their goals.
Chris Boyd Money Makeover
Free Portfolio Review Challenge
Financial Fun with Chris, Scott, and Jeff
DIY Investor Tips from AMR
Widow's Guide to Financial Planning
Spice Up Your Investment Strategy
Personal Finance Transformation 2023
AMR's Exclusive Financial Offer
#ChrisBoydMoneyMagic
#PortfolioParty2023
#FinancialFunWithAMR
#InvestSmartWinBig
#AMRMakeover
#YourMoneyYourFuture
#InvestmentRevamp
#FinanceFiesta