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Choosing the right financial trainer for long term health
A guide to selecting a financial advisor likened to a fitness trainer. Emphasizes knowing numbers, staying engaged, understanding fees, licensing, and referrals. Advises meeting candidates, checking credentials with FINRA SEC NAIC, and evaluating communication and trust before committing.
MENTIONED IN THIS ARTICLE
Dave Ramsey
FINRA
Finra.org
Securities and Exchange Commission
SEC
National Association of Insurance Commissioners
NAIC
Naic.org
Elsa
Richard Young Associates
Money MD