50 Things: What a Professional Financial Advisor Does for You

DIKW-diagramHave you ever wondered what a good adviser should do for you? Here’s a great summary. And … remember … ask what they are the expert professional in and how they handle those areas where they are not as up to speed expertise wise.

You should look for one specializing in what you need instead of a “Jack of all trades.”

 

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About Larry Frank, Sr.

Larry R Frank Sr., MBA, CFP®, is an experienced financial advisor and a published author on Retirement Planning Research. Have a financial question? Click Here to Ask Larry

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