Are you getting the most out of your financial advisor?
- Author
- J. Christopher Boyd
- Published
- Wed 02 Aug 2023
- Episode Link
- https://sites.libsyn.com/35485/jeff-and-jeff
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.
