We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
cover of episode 20 Questions to Ask Your Financial Advisor

20 Questions to Ask Your Financial Advisor

2015/7/17
logo of podcast Martinis and Your Money Podcast

Martinis and Your Money Podcast

Shownotes Transcript

In this episode, Shannon chats with Eric Roberge, founder of Beyond Your Hammock about questions clients should ask their advisors before and after starting a relationship with one.