Jan. 30, 2024

Ep. 527: Why don't people research their financial advisor's past?

Ep. 527: Why don't people research their financial advisor's past?
Ep. 527: Why don't people research their financial advisor's past?
The Pete the Planner® Show
Ep. 527: Why don't people research their financial advisor's past?

In this week's episode, Kristen, Dame, and Pete express their frustrations with the lack of due diligence surrounding hiring a financial advisor.