16. Looking Beyond Titles: How to Choose a Wealth Advisor
Finding the right financial advisor involves more than reviewing past performance, it starts with asking thoughtful questions and understanding how advice is delivered.
In this episode, Tony Stich speaks with Don Drury about factors investors may consider when evaluating a financial professional. The discussion covers differences between brokerage and advisory relationships, including fiduciary versus suitability standards, as well as how compensation structures can influence the services provided.
They also outline questions investors may wish to ask during the selection process, along with…
The skinny
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