How to Hire or Change an Advisor
Join Fort Pitt Capital Group’s Financial Advisors Cory Phillips, CFP®, CRPC™ and Bill Engel, CFP® as they discuss the process of hiring or changing a financial advisor. Cory and Bill will cover frequently asked questions such as:
- Which advisor is right for me?
- When should I hire or change an advisor?
- What questions should I ask a financial advisor?
- What does the investment process look like?
- What does Fort Pitt’s client process look like?
*Content is provided for educational purposes only.