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AmextaFinance > Finance > Ask financial advisers smart questions that extract revealing answers.
Finance

Ask financial advisers smart questions that extract revealing answers.

News Room
Last updated: 2023/06/14 at 2:57 PM
By News Room
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When shopping for a financial planner, you can usually book a free introductory meeting. You’ll want to ask questions, establish rapport and seek a good fit.

The nature and scope of your questions drive the vetting process. Most consumers know to ask about the adviser’s background, qualifications and service offerings.

Other important questions…

Read the full article here

News Room June 14, 2023 June 14, 2023
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