Mistakes When Choosing a Financial Advisor
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Manage episode 306481450 series 2953379
We loved the article put together by SmartAsset.com so we decided to discuss "Mistakes People Make when Choosing a Financial Advisor"
1. Hiring an Advisor Who Is Not a Fiduciary
2. Hiring the First Advisor You Meet
3. Choosing an Advisor with the Wrong Specialty
4. Picking an Advisor with an Incompatible Strategy
5. Not Asking about Credentials
6. Not Understanding How They are Paid
7. Trying to Hire an Advisor on Your Own
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