Arbitrating with Your Financial Advisor or Firm

When you sign an agreement with your financial advisor or firm, you’re signing an arbitration agreement. How can you protect yourself when you suspect that the advisor is not acting in your best interest? In today’s episode, Paul and his team talk about what arbitration is, why you would need to go through the process with your firm, and some interesting examples of investors who had to arbitrate. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.