<p>Following up to Episode 8 "Choosing a Financial Advisor", Kevin goes a little deeper on what to look for in an advisor, including looking for those with a CFP of ChFC designation. Also, Kevin discusses expectations an advisor will have of a client and what a client should expect out of an advisor including portfolio performance and communication timing.</p>

Following up to Episode 8 "Choosing a Financial Advisor", Kevin goes a little deeper on what to look for in an advisor, including looking for those with a CFP of ChFC designation. Also, Kevin discusses expectations an advisor will have of a client and what a client should expect out of an advisor including portfolio performance and communication timing.

Episode 9 - Expecations When Working With a Financial Advisor

Reign Over Money is a project launched by Kevin Hissong, founder of The Hissong Companies, with a focus on getting people to make more and save more of their money. Focusing on everything from establishing a budget to retirement plans and everything in between, Kevin brings his 25+ years of financial services knowledge along with a passion for personal finance.

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Episode 9 - Expecations When Working With a Financial Advisor

Episode 9 - Expecations When Working With a Financial Advisor