• Ep 8: Investor Beware - Spotting Red Flags When Picking An Advisor

  • 2022/06/16
  • 再生時間： 20 分
  • ポッドキャスト

Ep 8: Investor Beware - Spotting Red Flags When Picking An Advisor

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  • サマリー

  • Do you know what red flags, but also some good signs, to be on the lookout for when you’re searching for an advisor to work with as you prepare for retirement? On this episode, we’ll give you some red flags to be aware of, teach you how to spot them, and illustrate the difference between an advisor who does the bare minimum versus one who goes above and beyond to work in your best interests.

    Contact & Helpful Links:

    Ultimate Retirement Toolkit (Free Books!): https://hrbqvzfw.pages.infusionsoft.net/?cookieUUID=4ceaf7c1-7796-464a-b97d-56073be25d94&affiliate=0

    Book A Visit Online: http://bookachatwithjoe.com/

    Call: 505-500-4032

    Online: https://josevsanchez.com/
    続きを読む 一部表示

あらすじ・解説

Do you know what red flags, but also some good signs, to be on the lookout for when you’re searching for an advisor to work with as you prepare for retirement? On this episode, we’ll give you some red flags to be aware of, teach you how to spot them, and illustrate the difference between an advisor who does the bare minimum versus one who goes above and beyond to work in your best interests.

Contact & Helpful Links:

Ultimate Retirement Toolkit (Free Books!): https://hrbqvzfw.pages.infusionsoft.net/?cookieUUID=4ceaf7c1-7796-464a-b97d-56073be25d94&affiliate=0

Book A Visit Online: http://bookachatwithjoe.com/

Call: 505-500-4032

Online: https://josevsanchez.com/
続きを読む 一部表示

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