The Bird’s Eye View:
When you’re hiring a financial professional, you need to be careful that you’re finding the right advice-giver. Not all advisors are made the same. On this episode, Scott will detail the difference between a fiduciary advisor and one who only adheres to the suitability standard. We’ll also cover the important questions to ask a prospective financial professional and tell you how to do a background check on your advisor.
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As mentioned in this week’s episode, don’t forget to check out FINRA and SEC Advisor Search to get important background information on your future (or current) financial advisor. And for some more tips on how to find the right financial professional, here’s a bit of reading material on The Value Of An Objective Opinion.
Scott Dougan, RFC, Investment Advisor – Contact