How to be a Smart Consumer of Financial Advice
Sheryl Garrett, CFP founder of The Garrett Planning Network, Inc.
In this presentation Sheryl will discuss:
- How financial advisors work and get paid
- Fiduciary v. Suitability standards applied to advisors and why you should care
- How to search for, interview and engage a financial advisor
- What to do if you feel you've been wronged by an advisor
Watch now