In the News
Our Financial Adviser Says ‘We Are Locked In’ and the Market Dropping Will Not Affect Us. But She Never Connects With Us Unless We Call Her. Does This Sound Right?
Having a communication plan with your advisor is critical, and so is fully understanding what your money is invested in. CFP Board Ambassador Don Grant, CFP® shares his thoughts on what makes for a successful planner-client relationship.
MarketWatchAlisa Wolfson
September 19, 2022