EPISODE · Apr 22, 2024 · 6 MIN
The surprisingly simple BEST way to evaluation a financial advisor
from How To Find A Financial Advisor · host Sean Kernan
We all would prefer to work with people we Know, Like, and Trust. Getting the Trust phase takes time--and as you are working towards it, your experience will far smoother if you Like your advisor. Trust your gut in deciding when and how to go forward with someone.
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The surprisingly simple BEST way to evaluation a financial advisor
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This episode was published on April 22, 2024.
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