10 Things I Learned From Talking to my Financial Advisor
Last year I chose to delegate some of my business’ financial administration. Looking for a reputable firm, I was recommended one by friends in my hometown. I made a call to the firm’s owner; we’ll call him Joe, and set up an appointment. I was thinking, “I’m leaving my bookkeeping in the hands of someone else, so I better understand what they are like.” So I went to Joe with the plan to have a…