What Questions Should You Ask Your Financial Advisor? (Ep. 2)

The Financial Leverage Point
25/07/2023 23 min
What Questions Should You Ask Your Financial Advisor? (Ep. 2)

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Episode Synopsis

Learning how to identify your ideal advisor and cultivate mutually beneficial partnerships is so important when it comes to preserving, protecting, and growing your wealth. In this episode, John Iannucci, founder and CEO of ILG Private Wealth, shares his vetting process for new clients and emphasizes the importance of mutual fit. He defines his ideal …

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