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Beyond Advising: The Essential Role of Daily Money Managers - Christine Dolan [Founder & Daily Money Manager]
Manage episode 427240855 series 3584470
Sisällön tarjoaa Financial Planning Association National Capital Area Chapter. Financial Planning Association National Capital Area Chapter tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
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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