Your investment advisor should be your teammate, not your opponent.
Today, Vince Esposito and Rob Isbitts explore the dynamics between investment advisors and investors, highlighting the benefits investors can enjoy from having a teammate relationship with their advisor.In this episode, you’ll learn:
Why transparency is a critical aspect of being a teammate
The difference between an investment manager and holistic financial planner
Which questions you should be asking your investment advisor
How Vince’s and Rob’s specialized experience helps them manage money with more discernment
