• Spotting Problematic Personalities of Rogue Advisors

  • 2023/08/10
  • 再生時間： 24 分
  • ポッドキャスト

Spotting Problematic Personalities of Rogue Advisors

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  • Finding a trustworthy and competent financial advisor is essential for securing your financial future. After all, they play a vital role in helping you make informed decisions about your money, investments, and long-term financial goals.

    Make sure you check out our free download that was mentioned on the show, 10 Mistakes to Avoid When Hiring an Advisor: https://cardinalwg.com/resources/downloadable-materials

    Here are some of the highlights you’ll want to listen for:

    • How much communication should you expect from your advisor?
    • Why we want to understand the individual and work backwards to identify the best products and investments.
    • There’s a time and place for an advisor to lead the conversation but listening needs to be one of their strong suits.
    • You shouldn’t have to pay a single dollar before you fully understand what an advisor is going to do for you.

    Visit us online: https://cardinalwg.com/

    Start the Cardinal Success Journey with your free assessment here: https://cardinalwg.com/free-assessment
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あらすじ・解説

Finding a trustworthy and competent financial advisor is essential for securing your financial future. After all, they play a vital role in helping you make informed decisions about your money, investments, and long-term financial goals.

Make sure you check out our free download that was mentioned on the show, 10 Mistakes to Avoid When Hiring an Advisor: https://cardinalwg.com/resources/downloadable-materials

Here are some of the highlights you’ll want to listen for:

  • How much communication should you expect from your advisor?
  • Why we want to understand the individual and work backwards to identify the best products and investments.
  • There’s a time and place for an advisor to lead the conversation but listening needs to be one of their strong suits.
  • You shouldn’t have to pay a single dollar before you fully understand what an advisor is going to do for you.

Visit us online: https://cardinalwg.com/

Start the Cardinal Success Journey with your free assessment here: https://cardinalwg.com/free-assessment
続きを読む 一部表示
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