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More than Just a “Nice Person”
Manage episode 337417453 series 2401637
Financial advisors are people who want to get along with, but you probably want more than just a nice person. We talk through what you should expect with a fiduciary and when you should get a second opinion.
Key topics on this show:
0:47 - Working with a “nice” person?
2:06 - A lot of people ask for a second opinion.
6:08 - Is the communication lacking?
8:51 - Are you working with the right specialist?
Visit us online: http://petersonfg.com
297 에피소드
Manage episode 337417453 series 2401637
Financial advisors are people who want to get along with, but you probably want more than just a nice person. We talk through what you should expect with a fiduciary and when you should get a second opinion.
Key topics on this show:
0:47 - Working with a “nice” person?
2:06 - A lot of people ask for a second opinion.
6:08 - Is the communication lacking?
8:51 - Are you working with the right specialist?
Visit us online: http://petersonfg.com
297 에피소드
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