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15 Questions to ask when Choosing a Financial Advisor
Choosing the right advisor or advisory firm takes time.
In our last episode, we explored the four criteria for evaluating the value of financial advice: competence, coaching, convenience & continuity. We’re taking it further today and exploring how you can assess the process of hiring an advisor.
A good evaluation goes beyond an advisor’s financial performance. A thorough evaluation should give you a sense of their processes, structures, and how they will help you attain your goals. To help you to get the most out of your due diligence, we’re sharing our insights on which questions you should…
The skinny
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