Clients Discuss Their Experiences with Financial Advisors

Clients Discuss Their Experiences with Financial Advisors

For a regular feature, we interview clients of financial advisors about their experiences. I’m looking for more clients to interview. Some clients I’ve interviewed used an advisor who didn’t work out, then switched. Others invested on their own, then hired an advisor or left an advisor to invest on their own. These are just examples of some situations. We need to use the client’s name but do not use the name of the financial advisor.

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