Something More With Chris Boyd Show Podcasts
Are you getting the most out of your financial advisor?
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:22:25
- More information
Informações:
Synopsis
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.