Big Picture Retirement
Inbox Question | Should Advisors Provide Client References
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:12:36
- More information
Informações:
Synopsis
Frank is interviewing financial advisors and asks whether it is reasonable to expect them to share client names as references. Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms.
