EP45: How I Increased My Client's Investment Income by 74%!
The Simply Investing Dividend Podcast - A podcast by Kanwal Sarai - Wednesdays
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In this episode, I show you how in just one coaching call with me, I saved Tracy over $1.3M in fees, and helped her increase her annual investment income by 74% - all without adding any new money to her portfolio! You'll get to see the before and after transformation that simplified her investing, and lowered her risk. I also cover the following topics in this episode: - Our approach to investing - Introducing Tracy - Tracy's previous holdings - Tracy's new dividend portfolio Learn more abo...
