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Listen "Episode 9 - Expecations When Working With a Financial Advisor"
Episode Synopsis
Following up to Episode 8 "Choosing a Financial Advisor", Kevin goes a little deeper on what to look for in an advisor, including looking for those with a CFP of ChFC designation. Also, Kevin discusses expectations an advisor will have of a client and what a client should expect out of an advisor including portfolio performance and communication timing.
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Episode 20 - Your Job, Career and Passion
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