In this episode of Roadmap to Retirement, we are joined by guest, Jon Sheldon. To hear about Jon's career in finance and thoughts on the industry, tune in today!
Key Takeaways:
How has technology changed the industry
Impact of relationship between advisor and client
What should the client know before meeting with an advisor
Are designations useful to have?
Are there red flags in financial advisors?
Business coaching and the many ways to do business
Transparency with client and advisor
Main reason clients leave their advisor
