Description
In this class we will learn:
- Tell-tale signs of a ponzi scheme and how to avoid another Bernie Madoff
- The three most important questions to ask when interviewing an advisor
- What is a fiduciary and why it matters to you
- Where can you check to see if your advisor has complaints or regulatory actions against them
- How to determine if fee based or commission based advising models are better for you
- The best kind of references to check out (it’s not the BBB)
- The single most important part of the advisor relationship
