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YOU SHOULD MEET WITH A FINANCIAL ADVISER AT LEAST THIS MANY TIMES BEFORE HIRING HER - BUT MANY PEOPLE DON'T

By Alisa Wolfson October 07, 2022 MarketWatch

CFP Board Ambassador Daniel Forbes, CFP® explains how an initial meeting with a financial planner can be an opportunity to develop a level of trust and understanding.

Read more at MarketWatch

MarketWatch
Alisa Wolfson
October 7, 2022