What Should You Look For In A Wealth Advisor?
The Cresco Wealthcast

What Should You Look For In A Wealth Advisor?

2023-10-02

"Wealth is beyond just investments. This is your hard-earned money, you need to look for a team you can trust. What is the character and integrity of that team, and what is their ability and capacity to deliver?"

Hiring an advisor or wealth management team is a serious decision. In Episode 11, Dimitri Korolis and Peter Kollias break down what you should be looking for, the questions you need to be asking, and the red flags you should be aware of.

 

 

 

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