Posts tagged Financial Advisor
#135 - Why People In The Financial Services Industry Are Freaking Out!

It all has to do with a new regulation that’s being passed regarding how people who work in the financial services industry serve their clients and customers - and the people who have the most to lose because of this new regulation are those who haven’t been doing the best job all along. So… there are plenty of people freaking out. You can get the details on this episode because I’m going to tell you about them.

Read More
Finding a Financial Advisor: 15 Questions to Ask a Financial Advisor Candidate [Podcast]

In this special mid-week edition, host Roger Whitney gives you a framework for how to interview  financial advisor candidates and 15 questions you should ask to help choose the right one.

Read More