Скачать или смотреть Advisors At Home: What A Typical Client Meeting Looks Like with Everett Wilkerson

In this episode of our Advisors At Home series, Investment Advisor Everett Wilkerson answers a question from a Money Matters listener.

"When new clients come to you for a portfolio checkup, what typically needs to be addressed?"

Everett discusses different aspects of a portfolio that he reviews. Specifically, when a client comes in for retirement preparation, there are two key factors that he examines. Watch the video for more.

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