When you're hiring a financial professional, you need to be careful that you're finding the right advice-giver. Not all advisors are made the same. On this episode, Scott will detail the difference between a fiduciary advisor and one who only adheres to the suitability standard. We'll also cover the important questions to ask a prospective financial professional and tell you how to do a background check on your advisor.
As mentioned in this week's episode, don't forget to check out FINRA and SEC Advisor Search to get important background information on your future (or current) financial advisor.
Version: 20241125
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.