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018: How to Evaluate a Financial Adviser
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So you have decided to invest in a financial adviser, wealth manager, or financial planner. What should you ask a potential new adviser when you have an initial meeting? How do you know if you have asked all the right questions? Allow me to guide you and deliver an easy framework to evaluate a financial adviser.
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Important Disclosures: I am not a financial adviser. Information presented is for educational purposes only and should not be interpreted as financial advice. I am here to help you better your relationship with your own financial adviser, not to be one.
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