Your Wealth, Your Legacy

EP 3: How To Choose a Financial Advisor


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Individuals who choose to work with a financial advisor often have questions about how to choose a financial advisor and frequently wonder whether their current advisor is still the best option for them. In this episode, we discuss how different financial advisors are held to different legal standards and are compensated in ways that may increase or decrease conflicts of interest. In total we've identified six key differentiators between financial advisors in the marketplace. By understanding each of these key differentiators, you will be well on your way to ensuring you work with a financial advisor that is the best fit for you and your family. Thanks for listening! We hope you enjoy this episode!

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Your Wealth, Your LegacyBy Prairiewood Wealth Management