3min chapter

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TOP Financial Blogger Enters Wealth Advisory, Investment Moats Gone Rogue? [Chills 112 ft Kyith]

The Financial Coconut Podcast

CHAPTER

How to Manage the Integrity of an Advisor

In order for them to work with you for a long time, the hard truth is you need a period to actually establish whether they're trusting. So it's usually like a maybe a one to three years process. And probably you have to work with them over the spirits to see that, oh, okay, we can't through some of these market volatility. Whether they are recommendation or all these things is with your interest at heart or. That way of thinking probably works for some of the bigger clients.

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