EPISODE · Oct 26, 2021 · 25 MIN
Attributes Most Valued in a Financial Advisor
Jason and Alex kick off todays' show discussing a survey returned by Dimensional Funds that includes 13,000 investors and some of the important data that was derived from the survey. Find out what is important to people with regards to their advisor relationships. What attributes are most valued in a Financial Advisor:1. Understand Financial Needs and Goals2. Explains financial concepts in a manner that I can understandWhat does sense of security and peace of mind mean to you:1. Not run...
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Attributes Most Valued in a Financial Advisor
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