David Adefeso Reveals 10 Questions To Ask Before Hiring A Financial Advisor
David Adefeso shares a new post about finance again on his social media, making fans excited. Check out the post that she shared on his social media account below.
‘As a top U.S. financial advisor over the past 18 years, I am often surprised at how unprepared clients are when they set out to hire a financial advisor,’ David began his post.
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He continued and said: ‘You will be trusting your critical future financial needs, including retirement and college education funding, to that guy or gal, so it’s critical that you pick the right person–because, like a marriage, picking the right advisor could be the start of a mutually beneficial lifelong relationship.’
David also said: ‘Tomorrow, I open the books on the Top 10 questions you should ask every advisor before hiring them, and the answers that should warm your heart–and those that should make you pack your bags and run!’
‘So whether you’re currently shopping for an advisor, you already have an advisor, or you expect to hire an advisor in the future someday, you don’t want to miss this critical topic,’ David captioned his post.
A follower said: ‘Thank you! BTW, what do you think about Webull (brokers, stocks, no commissions, etc)?’ and someone else posted this: ‘I don’t want to miss this one I’ll see you there.’
David Adefeso is praising an unsung hero on his social media account. Check out his message.
‘So many unsung heroes reside within and around us👏🏽👏🏽So proud of both Gloria Walker and Dustin Vitale (@dvitale23)❤️❤️“Honor your father and mother, that your days may be long in the land that the LORD your God is giving you”Exodus 20:12,’ David said.
Also, David is proud to present his fans and followers with a recent achievement. Check out the post that he shared on his social media account.