Overview
This book is a fully updated guide to help you find the right advisor. It answers the important questions, like: What Qualifications Should They Have? How to tell if your current advisor is trustworthy, knowledgeable, equipped, and required to recommend what's in your best interest. Learn the Questions to Ask to make sure the advisor you're interviewing is the comprehensive advanced financial planner you need. Know What to Look For in the team that is best suited to meet your financial goals and help you achieve all that's important to you.
- | Author: Richard Feola
- | Publisher: Sharpe Ratio Publishing
- | Publication Date: Jul 14, 2017
- | Number of Pages: 108 pages
- | Language: English
- | Binding: Paperback
- | ISBN-10: 1945028092
- | ISBN-13: 9781945028090
