What to Watch For — And Watch Out For — Before Giving Your Money to a Financial Advisor

What to Watch For — And Watch Out For — Before Giving Your Money to a Financial Advisor

The American College of Financial Services
MarketWatch
September 21, 2021

When a client chooses a financial advisor, they have to make very important decisions about their money and financial future based on a person they hardly know. What steps can they take to ensure a positive and productive relationship with their advisor?

Timi Joy Jorgensen, Assistant Professor and Director of Financial Education and Well-Being at The College, says clients should also see who their potential advisor surrounds themselves with. More from MarketWatch.

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