February 18, 2025
How to Hire a Financial Advisor
The financial advisor hiring process is not easy, but it can be much easier than it’s made out to be. You do not need to fill out a convoluted sales funnel form on a, “SmartApp,” to be paired with a, “fiduciary,” advisor. And what does fiduciary even mean anyway? Spoiler alert: it’s both more & less than the marketing pieces from big advisory firms want you to think it is.