Why do you work with someone? (Ep. 60)


Sep 23, 2019

In episode 60 of “Upticks” Jake and Cory take a deep dive into why certain clients work with advisors and why advisors work with certain clients. Jake and Cory begin this episode by discussing what clients should consider when looking for an advisor. They discuss what questions you should ask your advisor, BrockerCheck, and much more. Jake and Cory then move into discussing what they look for when meeting with a new client. Tune in to learn more about what they’re looking for in a client and for a recap of our 5 Tax Lowering Strategies for Retirement Presentation.