154. Who Should Work With a Financial Advisor
Coffee and Coin Podcast - A podcast by Allegra Moet Brantly
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Are you maximizing the benefits of working with a financial advisor? Is the financial advisor recommended by your parents not serving you? Is working with a financial advisor necessary to achieve your financial goals? Allegra & Whit discuss the pros and cons of working with a financial advisor, Whit’s take on working with her financial advisor, and why every #wealthywoman should know how to invest. You’ll learn: What fees are associated with working with a financial advisor When you should begin working with one How to make the most out of working with a financial advisor Questions to ask before hiring a financial advisor