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8 Considerations When Choosing Your Financial Adviser

October 24, 2017

As business owners, we need to wear many hats. But we’re used to that. We’ve become quite accustomed to handling the sales and accounting and the customer service. Marketing department? That’s us. Complaints? We’ll handle that. After all, it’s out business and our name on the line.

But one thing that many entrepreneurs fail to do early on is to hire a financial adviser. But what is a financial adviser, really? Wikipedia describes it as a person “who suggests and renders financial services to clients based on their [specific] financial situation.”

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