What to say (and ask) when hiring a financial advisor: The exact scripts
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MSNHer Money
What to say (and ask) when hiring a financial advisor: The exact scripts
If you're hiring a financial advisor or thinking about switching the one you have this is the episode you need to watch. Jean Chatzky and Pam Krueger break down the exact scripts, questions, and red flags to help you confidently choose the right advisor for your financial goals. Learn how to interview an advisor, measure their value, compare ...
1 个月前
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47K views · 273 reactions | Here's exactly how to fire a financial advisor: "Thanks for your time, but l've decided to go in a different direction. I'll be ending our advisory relationship effective (insert date)“ That's it. No drama. No guilt. It's your money — you don't owe anyone an explanation. #fyp #yourmoneyguideontheside #realwealth #financialadvisor #moneyboundaries #personalfinance #investsmart #fiduciary #financialfreedom #wealthbuilding | Tyler Finance Tips | Facebook
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