Actual Advisor Value
Welcome to ’Actual Advisor Value’ – the behind-the-scenes look at how fiduciary financial advisors enrich Baby Boomers’ lives. I’m Taylor Demars, a third-generation financial advisor and CFP professional making a positive impact on hundreds of retirees. Join me to hear short, specific stories of the interactions I have with clients and discover ideas and strategies to apply to your own plan!...more
Taylor Demars CFP®, MBA
All Episodes (7)
From new to old
From new to old
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1. The Trifecta Of Investment Priorities
Mar 19,2024 11:09 -
2. Wills & Wishes: The Emotions Behind Assets
Aug 18,2023 16:35 -
3. Price is What You Pay, Value is What You Get
May 20,2023 09:55 -
4. Value From Beyond the Grave
May 19,2023 05:56 -
5. Family & Finances-Make Me the Bad Guy!
May 19,2023 19:01
Actual Advisor Value
Welcome to ’Actual Advisor Value’ – the behind-the-scenes look at how fiduciary financial advisors enrich Baby Boomers’ lives. I’m Taylor Demars, a third-generation financial advisor and CFP professional making a positive impact on hundreds of retirees. Join me to hear short, specific stories of the interactions I have with clients and discover ideas and strategies to apply to your own plan!
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