Feb 24, 2023
Investing your money can be a scary thing, especially when you don't feel like you have a good handle on the terminology and concepts. Many people turn to financial advisors to help guide them through their investments, but it's important to make sure that they are actually helping rather than hurting. Let's talk about a few scenarios where your advisor might be naughty or nice.
Here are a few of the things we discuss in this episode:
1:00 – How should your advisor be handling meetings with the client?
2:46 – If an advisor tells you they have an asset minimum, but is this actually nice?
4:28 – Should your advisor go ahead and make investment changes for you?
6:04 – On the Case with Heath
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