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When seeking out a financial advisor, you want to find someone you can trust and who will be able to help you work towards your unique financial goals.
In this episode, join Erica as she reveals how you can find the right advisor for you. Erica reviews key questions you should be prepared to ask any potential advisor and explains why each is critical for finding someone that will help you reach financial wellness.
In this episode, we discuss:
- How to find an advisor who is well-suited to your needs
- About the different financial designations and how they might support your goals
- Ways financial advisors are compensated
- The importance of having your values align with the values of your advisor
- And more!
Tune in now to equip yourself with information that will help you the best financial advisor for you!