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Who Can You Trust With Your Money?: Get the Help You Need Now and Avoid Dishonest Advisors by Bonnie Kirchner - CFP, MST

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Chapter 16. Maintenance of the Advisor–Client Relationship

Hopefully, the advisor has laid out for you what you can expect once all of the planning has been done, investment direction has been agreed upon, paperwork completed, and assets transferred in regard to what should happen with communications and meetings as time goes on. If not, be sure to clarify what you can anticipate going forward and what is expected of you as the client. Again it could differ depending on whether you are doing financial planning, asset management, or purchasing products like investments or insurance. In all cases, major changes in your own situation, such as a death or disability of a family member, inheritance, goal attainment, marriage, divorce, and so on, warrant ...

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