Hiring a Financial Advisor? Honesty Counts (With Yourself, Too)
Investing Insights
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How to Maintain a Healthy and Productive Relationship With Your Financial Advisor
Danielle: Ask yourself what you need, not just on that financial level. Sam: Don't be afraid to ask more of your advisor. Danielle: What would be like a signal that maybe this relationship is not going to work?Sam: If they're overly focused on returns or if they're just trying to get the conversation over with.
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