Reported 1 day ago
Suze Orman highlights eight crucial red flags to avoid when selecting a financial advisor. Key indicators of a bad advisor include cold calling, unprofessional office environments, lack of interest in your partner’s financial situation, failure to ask important questions, and a lack of transparency regarding payment. Orman emphasizes the importance of working with certified financial planners who prioritize client relations and ethics to ensure a successful financial journey.
Source: YAHOO