Episode 45: How I Increased My Client's Investment Income by 74%!
Audio only version is available here, and on all your favorite podcast players.
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 about coaching calls with me:
https://www.simplyinvesting.com/personal-assessment
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