Send us Fan MailDawn talks with Ed Meek, founder of Edge Financial Advisors, to provide all of his clients a more comprehensive financial planning and investment management experience than they had previously received. Dawn and Ed talk about Financial planning.In this episode…Who is Ed Meek and whom does he serve? (01:07)When is the right time to contact a financial planner, and what triggers that need? (2:10) Understanding Holistic Financial Planning (5:42)Understanding the costs and benefits of hiring a financial planner. (12:13)What certifications to look for and how to find the right financial planner for your needs? (15:50)Emotional and Psychological Aspects of Financial Planning (22:27) Final thoughts, conclusion, and where to find more information about Ed Meek. (31:14)Ed Meek’s Information.Website: https://edgefa.com/about/ed-meek/LinkedIn: https://www.linkedin.com/company/edgefinancialadvisors/https://www.linkedin.com/in/edwardmeek/X: https://twitter.com/advisors_edgeYouTube: https://www.youtube.com/channel/UCI008oeg9Y94k3tTeU2z1sAFacebook: https://www.facebook.com/profile.php?id=100057522786296#Support the showThanks for listening. If you liked what you heard and want more, please visit and subscribe:Subscribe to our Youtube Channel: https://youtube.com/@dawnkkennedyxo?si=DcRcjv7H0KN5_vFPFollow us on Instagram https://www.instagram.com/dawnkkennedyxoFollow us in Tiktok: https://tiktok.com/dawnkkennedyFor weekly in-depth articles, tips, and strategies: https://getinweredoingbusiness.substack.com Dawn’s Website: https://dawnkkennedy.com/Links and Freebies: https://dawnkkennedy.com/resources Support the showSUPPORT THE SHOWOrder Dawn’s book, The Profit Accelerator for Small Business ...

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Transcript

Related