How to Hire or Change an Advisor

Fort Pitt Capital Group in Webinar 9 March, 2023


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.


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