3/17/23: How to Prepare for the Financial Shocks of Widowhood
THE TRUTH ABOUT YOUR FUTURE with Ric Edelman
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The Importance of Fee Disclosure for Advisors
Smart KX helps firms verify that they are accurately charging all of their clients the fee correctly on a client by client basis. If an investor were to contact you and say, Lacey, I would like you to help me verify that my advisor is charging me correctly,. Would you be willing to do that for an individual client? Let's say for 10 people who are listening to this podcast. And the first 10 who make that request, I'll send your info over to Lacey at ayf.com. Can't wait to hear the results of your research.
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Transcript
