Managing to be Wealthy: 06/03/18

Tips to researching an advisor’s specialty, their focus, and how they’re paid:
- Understanding the role of your professional
- How savvy is your advisor, to the many moving pieces of your financial plan?
- The impact good qualifications can have on a client!
- Attention to detail: Is your advisor on the front lines of industry changes?
- What motivates your advisor: How do you pay your fees?
- What are your needs: The path to finding the perfect fit!