background check

Episode #9: How To Hire The Right Financial Advice-Giver

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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