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.
Download this free eGuide to learn the 10 critical questions (and ideal answers) you should ask a prospective advisor before trusting them with your financial future.
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