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EPISODE · Feb 16, 2021 · 36 MIN

15 Things To Do Before Hiring An Advisor

from New Focus on Wealth with Chad Burton · host New Focus on Wealth

On the latest episode of New Focus on Wealth, Chad briefly discusses retirement accounts before moving on to 15 things you should do before hiring a financial advisor. If you’re shopping advisors, make sure you give this episode a listen before making another move! Email your money question to [email protected] , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.comSee omnystudio.com/listener for privacy information.

Episode metadata supplied by the publisher feed · Published Feb 16, 2021

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15 Things To Do Before Hiring An Advisor

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