In this episode, we expose why most accountants, financial planners, and other finance professionals may NOT be experts at building personal wealth.

We also talk about what skills you need to grow your money wisely, the key questions you must ask about any advisor you work with, and the importance of understanding the limitations of finance experts in the wealth industry.

Enjoy the episode!

TIME STAMPS:

00:00 - Intro
01:13 - Creating a Matrix to Identify Areas of Expertise in Wealth Industry
03:11 - Accountants' Financial Literacy and Wealth-Building Abilities
06:09 - Financial Planner's Money Management Expertise
08:41 - Final Thoughts
10:00 - Outro

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SHOW NOTES LINKS

https://www.inkosiwealth.com/
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https://www.tiktok.com/@kulkarnisalena
https://www.linkedin.com/in/salenakulkarni/

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LISTEN TO THE PODCAST

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YouTube: https://www.youtube.com/@FreedomWarrior

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CONNECT WITH ME HERE

Facebook: https://www.facebook.com/iamSalenaKulkarni
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