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Mistakes to Avoid When Hiring an Advisor
Manage episode 306969126 series 2939409
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In this episode we discuss the most common mistakes we see people make when hiring an advisor. We discuss why hiring an advisor who answers your questions isn't enough, the multiple advisor diversification fallacy, how to determine who the hero of the relationship is, and delineating cost from value.
For more information and show notes visit: https://bwmplanning.com/episode12
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Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to your specific situation, please consult the appropriate qualified professional.
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