CB3 LIVE! - Update. Ep. 4: ”Why Do You Pay Us?”

While it’s true that every financial person needs to get paid for the work they do, what is it exactly that you’re paying your professional financial manager to do? Does your portfolio manager trade on your behalf or outsource that to another firm? Do they create a financial plan so that you can track this plan and stay in sync with your future goals? You’ll know these answers and more after you listen to this episode.