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How to Get the Most from Your Financial Advisor
You’ve done it—you’ve taken the plunge and hired AG Morgan Financial Advisors . Congrats! Having someone to help manage your finances and provide guidance on how to grow your wealth is a huge step in reaching your long-term financial goals. But now that you’ve got a financial advisor, how do you make sure you’re getting the most out of the relationship? Here are four tips. 1. Have realistic expectations: Your financial advisor is not a wizard—no matter how much experience they have or how many letters they have after their name, they can’t wave a magic wand and make all your money troubles disappear. What they can do is help…