Investing Resources

Financial Planners

Should I ask my friends for referrals when identifying a potential planner?

Most likely not, since this is the principal way in which fraudulent planners ensnare new, unsuspecting victims. Many people think that by asking friends for advice, they will somehow escape the hard research they must do to identify the best financial planner for them. You should do the research yourself and be diligent in your interviews.


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