What attributes should you look for in analyzing an investment advisory firm, financial planner, investment partnership, crowdfunding platform or other investment related offerings.
In this episode you’ll learn:
- What to look for in terms of people, process and performance in investing offerings.
- Why conviction, consistency, pragmatism, investment culture, risk management and active return are important attributes for successful investment firms.
- What are questions you should ask financial planners before hiring them.
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