Financial Advisor Red Flags

No video again, we are in the process of creating a studio here at our office. In the meantime check out this episode where we discuss red flags to look out for to ensure you are getting the best service with your financial professionals. The financial industry is one of the most regulated industries and many notable scams come to mind. Here is what to look out for from an insider's perspective, we also go over some things that others may consider red flags but we do them here at Crosby advisory. WE ARE NOT saying any of these mean a financial professional has bad intentions or isnt doing a good job, but these are things to be prepared for and have an extra guard up for.