If you’re on the hunt for the right financial adviser for you, be sure to ask these questions to ensure you do not end up expecting one level of service and receiving another, writes CFP Jordan Curnutt.
Source: Inman News
Hunting for the right financial adviser? Ask these 8 questions before you hire
Published in Agent, cash, cash flow, finances, financial advice, financial adviser, financial planning, jordan curnutt, money, portfolio, Property Portfolio, retirement planning, Select, service and teams
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- This team is jumping on the private listing platform trend (EXCLUSIVE)
- Redfin on 2026: Affordability improves, sales rise only slightly
- Dual licensing is on the rise. Is it the right move for your business?
- Future-proof your digital footprint for 2026 (and beyond)
- Change strategy as the market shifts to win the listings long game
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- Dual licensing is on the rise. Is it the right move for your business?
- Future-proof your digital footprint for 2026 (and beyond)
- Change strategy as the market shifts to win the listings long game
- Listing leverage: How to win the game of securing sellers
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- This team is jumping on the private listing platform trend (EXCLUSIVE)
- Dual licensing is on the rise. Is it the right move for your business?
- Future-proof your digital footprint for 2026 (and beyond)
- Change strategy as the market shifts to win the listings long game
- Listing leverage: How to win the game of securing sellers
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