It is difficult to know who to trust in the “financial advising” world today. In this video, Scott walks through the different types of advisors and what to look for in each type. Depending on your age, your investment needs, etc., the type of advisor you choose may look differently than you thought. We will also explore how advisor’s make money, what license designations mean and much more. This class provides the essential knowledge necessary to be confident that you are dealing with the right professional.
October 12, 2023 at 10:30 AM (MST)