10 Questions to ask when interviewing a Financial Advisor- Part 1
Mar 17, 2020 ·
33m 58s
“It’s an intimate relationship, if it’s done well, with a financial advisor”- Chris Calandra Chris and Lindy reveal the first 5 factors you need to consider when interviewing a financial...
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“It’s an intimate relationship, if it’s done well, with a financial advisor”- Chris Calandra
Chris and Lindy reveal the first 5 factors you need to consider when interviewing a financial advisor.
Interviewing a financial advisor is more than just their background, method of compensation, or compliance record. There’s a softer edge of what your trying to figure out. Someone you can have a successful long-term relationship with is a great match.
show less
Chris and Lindy reveal the first 5 factors you need to consider when interviewing a financial advisor.
Interviewing a financial advisor is more than just their background, method of compensation, or compliance record. There’s a softer edge of what your trying to figure out. Someone you can have a successful long-term relationship with is a great match.
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