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So here’s a blog about some things that ethical financial advisors do in the hopes they will serve as an example of right behavior for the rest of the industry to follow. For those of you who are new to my blog, my name is Sara. How I composed this blog. And btw, what’d ya think of my blog on ethical financial advisors?
So here’s a blog post about all of that. Note: Envision Wealth Planning and James Brewer are featured in #7!*. People at this stage of wealthaccumulation are particularly vulnerable, and unfortunately, it is these types of folks who are preyed upon by product-pushing salespeople. Ethics matter in financial advice!
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