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017: Five Types of Financial Advisers To Consider
Manage episode 326694253 series 3294668
Вміст надано Kelly Palmer, Kelly L. Palmer, and CFA. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Kelly Palmer, Kelly L. Palmer, and CFA або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
You have decided you don’t want to spend the time, you don’t have the temperament, or are simply not interested in acquiring the knowledge to DIY on your investment portfolio. It's time to hire an adviser! Whether your investment portfolio has a balance of $1,000 or $100,000,000 there is an adviser out there for YOU. Let's explore 5 types of financial advisers and wealth managers that exist today.
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Important Disclosures: I am not a financial adviser. Information presented is for educational purposes only and should not be interpreted as financial advice. I am here to help you better your relationship with your own financial adviser, not to be one.
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