Chris and Lindy reveal the first 5 factors you need to consider when interviewing a financial advisor. Interviewing a financial advisor is more than just their background, method of compensation, or compliance record. There’s a softer edge of what your trying to figure out. Someone you can have a successful long-term relationship with is a great match. “It’s an intimate relationship, if it’s done well, with a financial advisor”- Chris Calandra
Guest: Lindy Brock, Associate Advisor