2min chapter

Financial Advisor Success cover image

Ep 325: Building Success In The Financial Advice Business From A Financially Challenged Upbringing With Brenda Hiscock

Financial Advisor Success

CHAPTER

How to Choose the Right Advisors for Your Portfolio

The clients are usually totally on board with that and so what will happen I mean especially if it's referrals. We have meetings every two weeks of the certified financial planners at our firm there's four of us. So we we sort of vet them all out and we've got a list of of ones that we believe in and so we'll introduce them to more than one person for different personalities. It doesn't matter to me which one they pick we've vetted these these advisors out and think they do a good job, he says.

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