Account Management & Your Trusted Team Personal Assessment
It’s easy to see the benefits of organizing your finances professionally. Establishing a relationship with a financial institution and automating your account management saves you time, boosts your credit, and helps protect your money from fraud and theft. And having a qualified, trusted team of advisors in place helps ensure your success.
This training segment offers the essentials of setting up and managing accounts, why and how to enlist the support of a trusted team. You’ll understand how to automate all your financial transactions and the difference between credit and debit cards. You’ll receive tips on which financial advisors to select for your team and what questions to ask to assess their qualifications.