How to start off on the right foot with a new advisor (or any service provider)
If you aren't getting open, honest communication in the financial industry, 1) you're not alone, it's all too common, and 2) go out and find it! There are more and more people in it to help people, not just to move money around.
Well said, Taylor! Thank you...
And Happy Thanksgiving
If you aren't getting open, honest communication in the financial industry, 1) you're not alone, it's all too common, and 2) go out and find it! There are more and more people in it to help people, not just to move money around.
Well said, Taylor! Thank you...
And Happy Thanksgiving