How to Hire a Financial Professional
On Tuesday, November 19th, The Pledgettes is hosting a webinar “How to Hire a Financial Professional” with Elizabeth Windisch, CFP®. We’re going to talk about different titles of financial professionals, what they did to earn those titles, and what to ask when interviewing them for the job of helping you manage your money. Whether you have a Certified Financial Planner(R), a banker, a Financial Representative or nobody at all, chances are there is something you will learn to improve the relationships with the financial professionals in your life.
