Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Todd Oetken, Financial Advisor and Certified Financial Planner for R.W. Baird, to discuss the biggest and mistakes people make when choosing a financial advisor.
Mr. Oetken explains how some of the most common missteps people make with this decision can have major consequences such as hiring an advisor who is not a fiduciary, hiring the first advisor you meet, choosing an advisor with the wrong specialty, picking an advisor with an incompatible strategy, not asking about credentials, and more.
For more information about the financial services offered by R.W. Baird, visit https://www.rwbaird.com/
For any estate planning or elder care law needs, contact an attorney at TuckerAllen: https://tuckerallen.com/