Ep. 20 How to Find the Right Financial Adviser

Send us Fan MailMadison and Mike discuss an article about the challenges faced by financial advisors competing with large brokerage firms. The article suggested a two-pronged approach of presenting an assigned fiduciary oath and utilizing the FINRA broker check website. Maddie and Mike emphasized the importance of finding a competent and experienced financial planner and the potential advantages and drawbacks of working with a large financial services company.USA Today article Mike is featured in: https://www.usatoday.com/story/money/personalfinance/2014/07/09/how-to-find-a-financial-adviser/12312291/