Dating is a part of life, and it should not be any different when you want to find the perfect financial advisor for your precious money. You spend hours updating your online dating profile to find Mr. Right, and more hours searching. Well, here’s how you can date someone who can actually help achieve your financial goals and take it to the next level when it comes to your money.
Watch this funny, practical and short video on what questions to ask your financial advisor, where to find a financial advisor, and how to find one that’s right for you. You will not want to miss the hilarious “dating scene” where you will get three tips on how to pick a financial advisor that meets you where you are!