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Host: Nancy Anderson, CFP®
Guest: Jim Pavia, Editor, Investment News
In this month’s show:
This is the second part of our interview with special guest, Jim Pavia, the editor of Investment News. Nancy and Jim discuss what to look for in selecting a financial advisor.
Resources:
Article: How to Choose a Financial Planner
See what an ADV Form looks like
SEC Investment Adviser Public Disclosure search
Please send comments and ideas for future topics to:
ymm@financialfinesse.com.
