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How To: Interview An Advisor | Zoe Financial

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How To: Interview An Advisor | Zoe Financial

27 views July 28, 2020 1:03:06

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ChannelZoe Financial

Description from the creator

A little homework now can save you a lot of headaches later. After all, when it comes to your money it’s important to find someone you can trust, right?

Asking the right questions throughout the interview process will help you to get a sense of an advisor’s level of expertise, incentives, style, and legitimacy.

Visit zoefin.com to learn more and view your top local advisor matches.

About this tutorial

Zoe Financial published this 1:03:06 video tutorial on July 28, 2020. It has been watched 27 times on YouTube.

Duration
1:03:06
Published
July 28, 2020
Views
27
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1

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