How To Make The Most Of Working With A Financial Advisor

As someone who has long made a living as a financial advisor, I have an inherent bias toward retaining one. I even have one myself, because I believe personal finance is more personal than it is finance.

However, paradoxically, I fear that the vast majority of those who retain the services of a financial advisor experience little to no benefit from the relationship. They may even see deterioration in their financial security as a result of the engagement.

Read the rest of the article on Forbes.

©2021 Advisors Showcase