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Making Money Minute with Ron Hiebert

Get An Advisor Who Can Relate

When shopping around for a financial advisor, it can be a real advantage to pick someone who is similar in age and from the same socio-economic background. If you are 65, run an oil service business, have 3 kids and a dog, and live on an acreage, it might be tough for a single Gen Z advisor, who lives alone in a downtown condo, survives on take out food, and spends most evenings on line playing video games, to relate with your goals and aspirations. To help you, they need to understand you