10 Questions to Ask When Interviewing a Financial Advisor - Part 2
Mar 24, 2020 ·
35m 56s
Chris and Lindy reveal the second 5 factors you need to consider when interviewing a financial advisor. Interviewing a financial advisor is more than just their background, method of compensation,...
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Chris and Lindy reveal the second 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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