What Do You Need to Know Before Working with a Financial Planner? - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Res...

Podcast Details:
Podcast Title:  What Do You Need to Know Before Working with  a Financial Planner?
Podcast Series: Financial Literacy Boot Camp

(Video and illustrations available on our YouTube channel here.)


Powerpoint Slides

I really wanted to use this show as a way to update my article:  “Five Tips to Consider Before Choosing an Advisor”.  As an industry insider and one that has a concern for those that consume financial services, there are things you should know before working with a financial planner/advisor/professional.
Some of this has been covered previously through the above-referenced article and