Wiser Roundtable Podcast
Wiser Roundtable Podcast
Wiser Wealth Management
Avoid A Financial Advisor Who...
30 minutes Posted Oct 28, 2020 at 6:00 am.
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Show notes
The team discuss what questions to ask and what research to conduct when choosing a financial advisor.  They examine a recent case of an advisor in Atlanta, GA who is now missing and wanted by the FBI.  The team provides a checklist of key questions you should ask your financial advisor and provide resources to aid in researching and finding a fiduciary, fee-only advisor.
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