October 17, 2019
017 – What to Look For When Selecting a Financial Advisor
In this episode:
- Are they a fiduciary
- Are they a CFP® Pro
- What types of clients do they work with?
- Do they understand your problems? Are they really listening?
- How do I pay you? How else are you paid?
- Should you go with big firm or an individual financial planner
LET’S CONNECT!
James
Scott
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