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Is it time to trade in your investment advisor? with Gail Bebee and Rob Carrick

Gail Bebee and Rob Carrick discuss when it's right to trade in your investment advisor:

  • What signs show that it's time to change advisors?
  • What details should an investment policy statement cover?
  • Should you have a financial plan with your advisor?
  • What red flags should you look out for?

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Date: 3/13/2012