Bill discusses the importance of a financial advisor knowing about all of a client's investments. 

<p>Bill discusses the importance of a financial advisor knowing about all of a client's investments.&nbsp;</p>

Money – managing it can be overwhelming.
Each Monday Bill Peterman, Founder and CEO of Peterman Financial Group, helps cut through the confusion to get to common sense when it comes to money, taxes, and financial planning.
If you need a little guidance or just want to be better at managing your money, this show is for you.