Is Your Advisor Being Naughty or Nice?

<p class="Body" style="margin-bottom: 0in;"><span style= "font-size: 12pt; line-height: 107%; font-family: Arial, sans-serif;"> Investing your money can be a scary thing, especially when you don't feel like you have a good handle on the terminology and concepts. Many people turn to financial advisors to help guide them through their investments, but it's important to make sure that they are actually helping rather than hurting. Let's talk about a few scenarios where your advisor might be naughty or nice.</span></p> <p class="Body" style="margin-bottom: 0in;"> </p> <p class="Body" style="margin-bottom: 0in;"><span style= "font-size: 12pt;"><strong><span style= "line-height: 107%; font-family: Arial, sans-serif;">Here are a few of the things we discuss in this episode:</span></strong></span></p> <p class="Body" style="margin-bottom: 0in;"><span style= "font-size: 12pt;"><strong><span style= "line-height: 107%; font-family: Arial, sans-serif;">1:00</span></strong> <span style="line-height: 107%; font-family: Arial, sans-serif;">– How should your advisor be handling meetings with the client?</span></span></p> <p class="Body" style="margin-bottom: 0in;"><span style= "font-size: 12pt;"><strong><span style= "line-height: 107%; font-family: Arial, sans-serif;">2:46</span></strong> <span style="line-height: 107%; font-family: Arial, sans-serif;">– If an advisor tells you they have an asset minimum, but is this actually nice?</span></span></p> <p class="Body" style="margin-bottom: 0in;"><span style= "font-size: 12pt;"><strong><span style= "line-height: 107%; font-family: Arial, sans-serif;">4:28</span></strong> <span style="line-height: 107%; font-family: Arial, sans-serif;">– Should your advisor go ahead and make investment changes for you?</span></span></p> <p class="Body" style="margin-bottom: 0in;"><span style= "font-size: 12pt;"><strong><span style= "line-height: 107%; font-family: Arial, sans-serif;">6:04</span></strong> <span style="line-height: 107%; font-family: Arial, sans-serif;">– On the Case with Heath</span><