ZARZA We are Zarza, the prestigious firm behind major projects in information technology.

Beware of must-have lists for your financial advisor

How To Find A Financial Advisor

13/06/2024 12 min Temporada 3 Episodio 4

Beware of must-have lists for your financial advisor

Listen "Beware of must-have lists for your financial advisor"

Descargar episodio

Episode Synopsis

Sean addresses common must-have ideas around hiring a financial advisor, and why they can make you miss out on your ideal advisor.

More episodes of the podcast How To Find A Financial Advisor

The FASTEST and EASIEST way to confirm that your financial advisor is NOT running a scam 17/06/2024

How to check a financial advisor's public disciplinary history 17/06/2024

What if I am wrong? 17/06/2024

If your financial advisor only recommends annuities, they aren't a financial planner or advisor 17/06/2024

When you should definitely NOT invest in an annuity! 17/06/2024

Why you would want a CFP financial advisor — and 3 reasons it may not matter as much as you think 17/06/2024

Pros & Cons of working with a newer financial advisor 17/06/2024

When you would NOT want a fee-only financial advisor 17/06/2024

How to Think About Costs 17/06/2024

What does "I am a fiduciary" even mean? 17/06/2024

Ver todos los episodios