Common Complaints Around Financial Advising

The Retirement Huddle

Walter Storholt and Mark Howard에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Walter Storholt and Mark Howard 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

2M ago 11:08

MP3•에피소드 홈

When it comes to retirement planning, financial advisors can be a huge asset as you work towards the next chapter of life. But that doesn’t mean every relationship with an advisor is perfect. In this episode, dive into the most common complaints people have about their financial advisors.

Here’s some of what we discuss in this episode:

Making sure that you and your advisor are on the same page when it comes to risk tolerance.
Ensuring that the fees you pay are worth the service you get.
How we help our clients realize their goals and timelines.
Know whether you are working with an advisor or a broker.

Want to get in touch with Mark?

https://retirementhuddle.com/ mark@howardfinancialgroup.com 888-511-7526

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