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November 27, 2023 28 mins

In this episode we discuss how to know what value you are getting from your financial advisor.   This value goes beyond just investment performance to show you where you may be missing out. We go over the third party data showing what areas are most impactful to you as the client so you can analyze which financial advisor to be working with.  

#FinancialPlanning #AdvisorValue #Mindset #FinancialLiteracy #HarmoneyWealth #FeeOnly #FinancialAdvisor #CertifiedFinancialPlanner #Finance #FinanceIndustry Website: www.HarmoneyWealthAZ.com Facebook: @HarmoneyWealth

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