U.S. NEWS & WORLD REPORT - How to Prepare for a First Financial Advisor Meeting
12/17/2020
According to U.S. News & World Report, one question to ask a financial advisor at your first meeting is whether or not the advisor is a fiduciary. As Director of Financial Planning Brian Bruggeman, CFP®, CTFA notes, "A fiduciary is required to put the client's interests ahead of their own."
