04 November 2021

Things That Your Advisor Should Be Doing

On this episode:

We see a lot of people who aren’t getting the kind of advice and service from their financial advisor that they should be. In a lot of cases, the advisor is only “managing the investments,” but not providing guidance in other areas. Let’s talk about some of the things that your advisor should be doing.

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The host:

Mike Flanders – Contact – 336-668-4338

RM Flanders

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