Something More With Chris Boyd Show Podcasts
Are you getting the most out of your financial advisor?
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:22:25
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Sinopsis
People may leave their financial advisor if they feel that goals are mismatched, there are excess or unexpected fees, and if communication and/or follow-up is poor. Make sure your advisor is a fiduciary, keeps your money at an insured 3rd party custodian, and is transparent about fees.
