LEARNING CENTER
Level | Beginner
Who is a financial advisor? What should you look for in one?
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Key Takeaways

  1. A financial advisor is an important guide who can show you the way when it comes to planning for your life’s goals.
  2. He/ she provides technical expertise to navigate your financial life and helps you stay on course.
  3. You need to diligently pick the right advisor considering his qualifications, credibility, scope of service, number of clients, team size, etc.