Today's monetary landscape is more intricate than ever, including a big range of investment opportunities. Yet, the development of technology has made moving money simpler and faster than ever in the past. While some investors take pleasure in making monetary choices by themselves, this can be an overwhelming experience for others. Many people want to employ a monetary advisor to help in their monetary decision-making. But how do you go about discovering the best advisor to achieve their goals? How do you begin?
On this episode of Financial Decoder, Mark talks to Bryan Olson, head of Investor Guidance Solutions at Schwab and president of Schwab Wealth Advisory ™. They go over the reasons someone might look for a financial consultant, the different designations of advisor, what questions to ask a prospective consultant, and how to discover the right one for you.
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