Feb 8 (edited) • General discussion
Welcome to Choosing the Right Advisor! (Start Here)
🎉 Welcome to Choosing the Right Advisor!
👉 Quick Start: Watch the welcome video below to learn how The Trusted Advisor Roadmap and our Evidence-Based Hiring Method will help protect your life savings and ensure you choose the right financial advisor.
✅ Weekly Q&A Calls: Join our live "Coffee Hour: Open Q&A" sessions, where we review real advisor interactions, spot red flags, and answer your pressing questions. Check the calendar for upcoming calls.
✅ First Step: Introduce yourself in the comments below! Share:
- Your name
- What brought you here
- The 3 things you want to get from this community
- The 3 things you like to do for fun (yes, this is a community. We want to get to know each other)
🧰 Resources to Get Started:
Remember: Your financial future is too important to leave to chance. Let's work together to ensure you make the right choice when working with a financial advisor.
Let's protect your life savings together!
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Welcome to Choosing the Right Advisor! (Start Here)
skool.com/trusted-advisor-roadmap-7267
Learn how to confidently find, vet, and hire the perfect financial advisor, even if you're not a financial expert, with our proven system.
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