Fri, 3 October 2014
On todays show we were joined by Steve Scanlon Co-Founder of GuardVest. We discussed what questions you should ask a Financial Advisor before working with one. We also discussed what to avoid when working with a Financial Advisor.
Before co-founding GuardVest, Steve Scanlon enjoyed a stellar career for more than 20 years as a financial executive with an inherent understanding of how investment performance should be inexorably tied to productivity. A 10-year veteran at AllianceBernstein, one of the largest
To learn more about Steve you can visit his website at:
You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:
Direct download: Money_Matters_Episode__70.mp3
Category:Financial Literacy -- posted at: 12:08pm PDT