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The Long Term Investor

Form ADV: How to Research Financial Advisory Firms (EP.123)

Oct 25, 2023
08:52

Just as you'd scrutinize a potential new car's specs or a house's foundation, your investments deserve the same diligence. The Form ADV Part 2 offers a panoramic view into the inner workings of an advisory firm, from its business practices to the individuals pulling the strings behind the curtains. 

 

Listen now and learn:

  • Where to find this important document
  • Key points to examine carefully
  • How to make well-informed decisions regarding financial relationships

 

Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

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