October 14, 2022

How to NOT Be an Easy Target for Unscrupulous Advisors

If you were kicking butt in your investments and savings, how would you interview potential financial advisors? In today’s episode, I share a story about a conversation I had with a prospective client that’s a cautionary tale to anybody interviewing financial advisors—especially if they’re having some success. This is a must-listen episode. EPISODE LINKSYou can …

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