The Retirement Roundtable

From Transactional to Trust: The Relationship Test


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This episode explores the crucial shift from a purely transactional relationship with a financial advisor to one built on mutual trust. We'll provide a clear guide on what questions to ask and red flags to look for when selecting an advisor, emphasizing the importance of finding a true fiduciary. Tune in to learn how to identify a partner who prioritizes your financial well-being and helps you build a lasting, trustworthy relationship.
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The Retirement RoundtableBy Veronica Redfield and Grant Hartmann