How to Work with your Financial Advisor?
By Jessica Perrone
Has your financial advisor ever used a tone that belittled or made fun of you? Did it make you feel like you weren’t smart enough? Was the conversation a one-way street, where it was difficult to ask questions or learn something new?
If these scenarios sound familiar, you may be dealing with a bully. I know it’s easy to feel helpless, especially if you are not confident in your financial knowledge and understanding. You might even be tempted to ignore the problem, thinking it will disappear. But you have a right to advocate for yourself. It’s your money, and it’s crucial to...