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16min chapter
Pam Krueger: How to Find a Financial Advisor
The Long View
Understanding Financial Advisor Credentials and Fees
This chapter focuses on the importance of financial advisor designations, particularly the Certified Financial Planner (CFP) credential, and how consumers can evaluate advisors effectively. It emphasizes the significance of asking critical questions regarding fiduciary status, experience, and fee structures to make informed choices. Additionally, the chapter explores various payment models, including retainer fees and Assets Under Management (AUM), advocating for transparency and accessibility in financial advisory services.
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