How To Pick Your Financial Advisor

How To Pick Your Financial Advisor

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Choosing a financial advisor is a significant decision that can shape your financial future. 

In this episode, Dennis O’Keefe shares his insights on the criteria and designations to consider, how technology has evolved the nature of the client-advisor relationship, and what it means to be a fiduciary advisor. He emphasizes the importance of trust, and finding someone who specializes in your financial needs and goals.

Learn how to pick a financial advisor with ease as Dennis highlights:

  • The convenience of modern technology in maintaining client relationships
  • Ethical obligations for fiduciary advisors, including pay structures and fees
  • His opinion on the significance of certifications and which to look for when searching
  • The importance of finding an advisor with expertise tailored to your needs/goals
  • And more!

Connect with Dennis O’Keefe: 

All content presented is for educational purposes only and should not be construed as an endorsement of any third party, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. 

We believe the information presented to be reliable but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions.

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