Insights

Red Flags When Selecting an Advisor

January 08, 2009
by Ed Drake, MSFP, CFP

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Ed Drake Ed Drake, MSFP, CFP
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Determining the quality of a financial advisor is a major challenge if you don't know the right questions to ask and good answers from bad ones. This challenge is more difficult than it appears because advisors have spent years perfecting sales pitches that make them sound like competent, ethical financial experts.


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Length: 1 pages (PDF 683 kB)



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