Top 5 Rules for Hiring a Financial Adviser

Episode 059 | Adviser Checkup Podcast

Are you considering hiring a financial adviser, wealth manager, financial planner, or other financial professional? You need to listen to this episode today.  We cover my top 5 rules to consider when hiring this important professional.

If you are listening on Apple or Spotify, don't forget to give the show a review or rating. Thank you for your support!

Be Financially Well,

Kelly

Previous
Previous

The End of The Adviser Checkup Podcast

Next
Next

All About Advice-only Advisers