Maybe you know you want to work with a financial advisor but don’t know how to determine which one is best for you. Where do you start? What should you look for?
Read and learn more: https://petersonfg.com/how-do-you-pick-a-financial-advisor/
What we discuss:
0:47 - How do you know when picking an advisor if it’s the right fit?
3:31 - Big name is not always better.
5:52 - Ask for clarification.
7:51 - It’s not just about the financial income.
Version: 20241125
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