017 - What to Look For When Selecting a Financial Advisor

from Real Personal Finance · host Scott Frank and James Conole

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 Facebook LinkedIn Website Scott Facebook Twitter Website ENJOY THE SHOW? Don’t miss an episode, subscribe via iTunes, Sticher, Spotify, or Google Play. Leave us a review on iTunes. Have a money question you want us to answer? Submit one here

Episode metadata supplied by the publisher feed · Published Oct 16, 2019

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017 - What to Look For When Selecting a Financial Advisor

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