Why You Should Date Your Financial Advisor

Sometimes it takes a few dates to know if you met the right person. It's the same with choosing the right financial advisor. In this episode, Charisse walks you through what to look and questions to ask when choosing an advisor. Charisse would like to thank SoFi for sponsoring this webseries and all the support SoFi has given.

Sometimes it takes a few dates to know if you met the right person. It's the same with choosing the right financial advisor. In this episode, Charisse walks you through what to look and questions to ask when choosing an advisor.

Charisse would like to thank SoFi for sponsoring this webseries and all the support SoFi has given. To find out more about SoFi, please visit https://www.sofi.com/refer/398/53747