More than Just a “Nice Person”

Financial advisors are people who want to get along with, but you probably want more than just a nice person. We talk through what you should expect with a fiduciary and when you should get a second opinion.

 

Key topics on this show: 

0:47 - Working with a “nice” person?

2:06 - A lot of people ask for a second opinion.

6:08 - Is the communication lacking?

8:51 - Are you working with the right specialist?

 

Visit us online: http://petersonfg.com