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More Than Investments: What a Great Financial Adviser Really Does
Choosing a financial adviser is about far more than investment returns. In this episode of Retirement Living Your Way, Greg Black is joined by Troy Theobald and Brooke Riewoldt to explore what quality financial advice should really look like. They discuss the importance of trust, transparency, experience and a genuine long-term relationship, as well as the questions to ask before engaging an adviser. The team also highlights common warning signs, including pressure tactics, unclear fees, conflicted products and business structures that may leave clients without continuity. Whether you are…
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