Marti Awad, JD, CFA, CFP®, LLM in Taxation, senior vice president and financial advisor at Wealth Enhancement Group published an article in MarketWatch entitled “New year, new adviser? How to know when it’s time to switch.” Marti shares a checklist and her top tips to help guide you in your search for the right financial advisor.
“The right financial adviser can make all the difference when it comes to achieving your financial and personal goals. Don’t let the process overwhelm you—use the new year as a time to focus on what you are looking for, and you will spend the rest of the year grateful you put time and thought into this process.”
Access the full article here.
