Ep 55: Consumer Preferences In Hiring a Financial Planner — With Dr. Miranda Reiter, CFP®, Texas Tech University

The Flexible Advisor
11/06/2021 34 min
Ep 55: Consumer Preferences In Hiring a Financial Planner — With Dr. Miranda Reiter, CFP®, Texas Tech University

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Episode Synopsis

What’s most important when choosing a financial planner?  Does race and gender outweigh other characteristics like age, years of experience or levels of trust? Dr. Miranda Reiter, CFP®, from Texas Tech University, is studying this topic and shares her findings on what’s most important to consumers. Listen as Laura Gregg and David Partain compare and …

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