In this episode we discuss the most common mistakes we see people make when hiring an advisor. We discuss why hiring an advisor who answers your questions isn’t enough, the multiple advisor diversification fallacy, how to determine who the hero of the relationship is, and delineating cost from value.
The 19 Questions to Ask Your Financial Adviser | Jason Zweig
We aim to be the single best option available for the small number of families we serve
Talk with a Brownlee Advisor