Class Booklets
Finding the Right Retirement Guide
Five questions to ask any advisor: Are you a fiduciary? How are you paid, and by whom? What's your process? How do you keep clients informed? What happens if my circumstances change?
Chapter 9 of 12
Finding the Right Retirement Guide
Four professionals, four disappointments — one talked products, one talked jargon, one wrote nothing down, one never asked a question about her life. Then a two-hour first meeting where nobody mentioned a product for thirty minutes. The five questions to ask anyone before you trust them with your retirement.
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