I have had several clients tell me that their previous advisers told them to “just trust me.” I don’t think that is an appropriate response when a client has a question. Your adviser should never dismiss your concerns.
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Posted on Categories Get to know our advisersLeave a comment on 3 Myths About Financial PlannersHow do you find a good financial adviser?
Posted on Categories Get to know our advisersLeave a comment on How do you find a good financial adviser?I get asked this question fairly often by people who need an adviser they can trust, but who don’t know how to begin to find one – or even what to look for.