Six Tips for Working with Financial Professionals

Join host Barbie O'Connor for this MoneySmarts4U show about working with financial professionals.  Learn about financial advisors, investment advisors, Certified Financial Planners, Chartered Life Underwriters, and portfolio managers.  Prepare for your first meeting by determining your 3 most important financial goals, getting your paperwork in order, and learning what to expect when you work with these professionals.  Learn how to evaluate performance and when to fire these advisors. 

Send your questions to Barbie@moneysmarts4u.com.  Check out the website at www.moneysmarts4u.com.  Subscribe to the show. Like us on Facebook.  Buy the book on Amazon.