In this episode of Roadmap to Retirement, we are joined by guest, Jon Sheldon. To hear about Jon’s career in finance and thoughts on the industry, tune in today!
Key Takeaways:
- How has technology changed the industry
- Impact of relationship between advisor and client
- What should the client know before meeting with an advisor
- Are designations useful to have?
- Are there red flags in financial advisors?
- Business coaching and the many ways to do business
- Transparency with client and advisor
- Main reason clients leave their advisor
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