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While many believe that they can handle their finances just as well, or even better, than a financial advisor, the truth is that your finances will likely see better progress with the help of a trusted advisor.
To help you find the best advisor for you, Kimberly Griego-Kiel draws upon her experience in the financial services and impact investing industries to outline seven considerations to keep in mind during your search for your next advisor.
In this episode, you will learn:
- Why a proper financial advisor will never promise potential returns
- How to find an advisor that fits your business and investment needs
- Why your advisor should be a fiduciary
- The difference between a financial planner and a broker
- And more!
Tune in to discover how working with an advisor can lead you to better long-term results!