Understanding the Role of Your Financial Consultant

Steven Lewis |

Do you like hats? I do, especially as Summer comes around. You might say that my "lrish Blood" instinctively draws me away from the sun, perhaps it is because I am now in the '50' club, or perhaps it is because I turn red like a lobster. It doesn't really matter why I like hats, right? The financial consulting industry has a lot of hats that parade around, too, and the sad thing of it is that the typical client has no idea what hat is being worn by a financial consultant.

Understanding the Role of Your Financial Consultant

 

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