Ep22: What to Look for in a Financial Adviser

A Dab Of Investment

Jul 13 2023 • 14 mins

Welcome to A Dab Of Investment.

In this episode, we hear the Joint MD of Applewood Independent, Alex Pritchard, discuss the most important things to look for in a financial adviser.

He takes us behind the scenes, exposing various secrets of the industry; why working backwards from a retirement goal can be beneficial to some clients; and how the best advisers keep on top of ever-changing landscapes.

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