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How Do I Measure A Clients Investments?

Episode Notes

Shanna often gets asked to evaluate other advisors' portfolios and, as part of my services she is constantly evaluating my clients investments.  Today, we will talk about how she does that.  What tools and  technology she uses, and you should use, when evaluating your investments.   Also:

• What does her Fiduciary Obligation mean when it comes to evaluating clients' 
• investments?  
• Why does it sometimes seem other people's investments are performing so much higher?
• How can a client see how they are doing?  What questions should they ask you?  

Resources:

Heritage Financial Website

Call Heritage Financial at: (480) 397-1184