Episodes
Wednesday May 18, 2022
Episode 159: Are You Working with a Stagnant Advisor?
Wednesday May 18, 2022
Wednesday May 18, 2022
Across all industries, it's important to work with the best. Now that doesn't always equate to the most expensive, what it does require however is an individual who is committed to staying current and educated. Far too often specialists can become complacent and when it comes to something as crucial as your finances it shouldn't be tolerated. Make sure your advisor is giving you the best there is to offer. Listen today as Senior Financial Advisors Rob McClelland and Mike Connon identify some of the key things you should be looking for when choosing your 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.