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How to choose the right financial advisor

Ratings and Review

4.4

252 Ratings

Excellent

137

Very Good

88

Average

22

Poor

5

Terrible

0

EL

Emily Lawrence, CPA (US)

Jun 17th, 2021

This webinar is excellent. It certainly puts the fear in you about investment advisors and what to watch out for. Speaker is very knowledgeable and engaging. Thank you!

MB

Marlene Baker, CPA (US)

May 25th, 2021

The webinar was super interesting. It was surprising to learn about all the different licenses and what the main ones mean.

DB

Dinah Banks, EA

May 25th, 2021

This speaker and topic were EXCELLENT. I would like similar topics from this speaker in our CPE Training.

AL

Anna Lien, CPA (US)

Apr 9th, 2021

A lot of good information provided. I found them valuable. Enjoy the presentation. Easy to follow.

PC

Paul Caudill, CIA

Apr 9th, 2021

This webinar really opened my eyes as to what I need to consider when choosing a financial advisor.

Subject Area

Finance

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