Browsing Tag:Finance

Hiring Your Dream Financial Advisor

What would having your dream financial advisor look like? You don’t necessarily have to love meeting with your advisor; after all, these meetings typically include discussions about such issues as taxes, basis points, pie charts, retirement, and estate planning, but you should feel like you can trust your advisor, and that they are fighting for your success. I recently had an interaction with a new client where I not only felt that she was my dream client, but also that…