Empowering Retirement Planning: Prioritizing Client Interests and Uncovering Hidden Benefits 00:10:00
Mark Pappa conducts a 21 Point Financial Review to help his clients uncover unnecessary risks and fees they could be paying along with discovering benefits they could be owed or were not made aware of. He begins by focusing on 10 non-investment "red flags" that could potentially throw a financial plan into a tailspin if left unattended. He believes a true advisor should focus on the the little things to prevent them from becoming big problems in the future.
