Preview Mode Links will not work in preview mode

The Wealth Navigator Podcast with Richard Dri


Nov 27, 2019

For a change of pace, Richard has dipped into his mailbag to answer questions sent in by listeners. Among the most frequently asked are which traits you should look for in a reliable financial advisor and/or investment strategist—a subject in which Richard has the firsthand experience to answer. In this episode, Richard outlines nine questions you should ask a wealth advisor if you’re considering hiring them., gives you pointers for hiring a wealth advisor, and emphasizes that no wealth advisor works alone.