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The Best and Worst Questions to Ask When Choosing a Financial Advisor
October 11, 2022 @ 12:00 pm - 1:00 pm EDT
Often, when looking for a financial advisor, clients look up a list of questions to ask on the internet. But these aren’t always the questions with the most helpful answers. This webinar addresses unhelpful questions, questions to ask instead, and the kind of answers you should listen for. J. R. Gurrieri, an experienced financial planner, presents. Anyone currently looking for an advisor will come away with useful tips on finding the right person for their needs.