Form ADV: How to Research Financial Advisory Firms (EP.123)

Just as you'd scrutinize a potential new car's specs or a house's foundation, your investments deserve the same diligence. The Form ADV Part 2 offers a panoramic view into the inner workings of an advisory firm, from its business practices to the individuals pulling the strings behind the curtains.    Listen now and learn: Where to find this important document Key points to examine carefully How to make well-informed decisions regarding financial relationships   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.