Have you ever wondered why, when you open an investment account, no matter how small, advisors ask for every little detail about your money, income, debt, savings, investments, real estate, personal assets, goals, experience and even attitudes toward investing? Seriously, do they really need to know? Actually, yes. We as advisors have a legalRead more about Why is Your Financial Advisor so Nosy?[…]Read more Why is Your Financial Advisor so Nosy?