410. Wealth 3.0 and Financial Advice w/ Sandi Bragar and Cammie Doder
Earn & Invest
00:00
The Importance of Listening to Your Advisor
Jordan: Pay a lot of attention to what's happening in that first meeting with your potential new advisor. Yami: I often focus on the advisor more than the firm. Sandy: Once you've built that trust, having change and turnover can be disconcerting.
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