How to attract a great advisor
A financial advisor’s job is to develop a plan and help you implement that plan over many years, so that you achieve your financial and lifestyle goals. This includes navigating the inevitable changes in your circumstances, markets, investments and so forth – knowing when to stick to the plan and when to alter it.Achieving your financial and lifestyle goals is an incredibly valuable outcome. Therefore, it is very likely that financial advisory fees will be a small fraction of that value.Just like in any profession, the best people are typically in high demand. Of course, when selecting an…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.