4min chapter

Everyday Wealth cover image

Season 2 Episode 8: How to choose a financial advisor

Everyday Wealth

CHAPTER

Choosing the Right Financial Advisor and Understanding Fiduciary Responsibility

Exploring the significance of selecting a financial advisor who is a fiduciary and understanding the various types of financial professionals, such as accountants, insurance brokers, and registered representatives, while emphasizing the need to verify an advisor's fiduciary status through their form ADV.

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