3/17/23: How to Prepare for the Financial Shocks of Widowhood
THE TRUTH ABOUT YOUR FUTURE with Ric Edelman
00:00
How to Be a Successful Advisor
Investors should ask how the advisors being paid. How are you being paid? We're being paid a percentage of your AUM. OK, how are you calculating that? Walk me through the last statement we had. What accounts am I paying you on? What account is paying that fee? And how is that math being done? Lacey: Not being afraid to ask those questions is really important.
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