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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 19. The Dysfunctional Relationship

There are many symptoms that could indicate that you are in a dysfunctional relationship with your advisor. Some are minor, though if combined with a number of small offenses could warrant taking action on your part. They could also be indications of larger problems and are worth tracking and/or questioning. There are also major symptoms that typically call for more aggressive action. Whether an occurrence is big or small, don’t do nothing and hope that things will get better. If something happens (or doesn’t) happen that annoys you, bring it to your advisor’s attention. Most financial professionals who are serious about their clients and their businesses will take any criticism as an opportunity to ...

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