By now, hopefully you’ve started to search for your financial advisor, and maybe you’ve even had a chance to ask him the questions I suggested.
For me, if we sit down at the interview and any one of the following things happens, I’m wrapping up the meeting and rolling outta there quick. If he emails or calls, I’ll let him know we “went another direction.”
These are our deal breakers. Maybe you don’t agree with all of these, but hopefully it will give you an idea of what to watch out for.
If Nancy thinks the guy is sleazy, we’re gone. I believe they call that “women’s intuition.” Trust it.
If he tries to sell me something or get me to put my money into something before ensuring that I […]