The right financial advisor should be a source of:
- Organization
- Analysis
- Unbiased Advice
- Leverage (getting stuff done for you)
- Education (framing your knowledge about money)
- Support, when hard decisions need to be made and/or discipline, is required
Unfortunately, there are a lot of people claiming the title of financial advisor that will not fulfill these critical roles and selecting the wrong one can hurt your ability to achieve your financial potential.
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