A Financial Advisor Responds to 7 Top Client Concerns

Aug 15, 2018

Clients ask a lot of great questions, and with each year’s enhancements in technology and access to information, the questions only seem to keep getting better. However, there are questions I hear from clients and prospective clients that are relatively timeless and come up with great frequency. Here are seven of the most common (and important) questions I receive, along with my responses.

Click Here to Read the Proactive Advisor Magazine Article from Adam Koos, CFP® on 7 Top Client Concerns

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