Have you ever wondered how the deluge of digital information impacts our decision-making and conversations with our wealth advisors? Today I coach you through questions you should be asking your current or future financial advisor. Our increased access to information is only helpful if we know how to utilize it accurately and properly. In today’s episode I cover simple things that are often overlooked, such as: Whose client are you? How many clients does the firm have? What kind of proactive, personalized service will you receive?  Listen in for more! 

Music by bensound.com