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Is Your Financial Advisor Working for You?

  Channels: Practice Development | Posted 12/12/2017

OJM Group Wealth Advisor, Andrew Taylor, CFP discusses the importance of working with an advisor with a "fiduciary" vs. "suitability" standard, and outlines other questions to ask when determining if your advisor is working in your best interest.
Click here to request or download a free copy of For Doctors Only: A Guide to Working Less and Building More or OJM Group’s newest book Wealth Management Made Simple. Available in hard copy or ebook formats for Kindle and iPad.

Asset Protection • Business • Earnings & Financials