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People spout all kinds of nonsense to get investors to buy what they’re selling. (George Doyle/iStockphoto)
People spout all kinds of nonsense to get investors to buy what they’re selling. (George Doyle/iStockphoto)

Vote: How well do you know your adviser? Add to ...

How much due diligence did you perform before signing on with your financial adviser?

0%

0
votes

I trusted the referral from friends or family

 

0%

0
votes

I Googled him or her

 

0%

0
votes

I met with him/her briefly before making the decision

 

100%

1
vote

I checked credentials and conducted an interview to make sure we were a good fit

 

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