370 | Timeline Your Goals | Stacked with Joe Saul-Sehy
ChooseFI
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How to Find the Right Financial Advisor
"If it's stock jocky, you need to run. If your adviser leads with product and not pro sess,you need to run," he says. "I like the round table with a white ord and we're all on the same team together." 'Whenever the adviser was brilliant, the people around them were brilliant'
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