Dee Carter, founder of The Carter Financial, and book author, “It’s Now or Never”, discusses with Kurt Schemers on Traders Nation® how some people are grossly unprepared to find a financial advisor and what is the best way to find one, and ask the right questions. We also discuss when is the best time to move from growth funds into income products once an investor reaches a certain age.
Additionally, we talk about classic customer service and how not to judge a book by its cover. All clients are critical to a business no matter how small or large need specialized attention to their needs. In fact, the “people with the least amount of money, need the most amount of help” and great care is needed to get them on their way to meet their goals.
Lastly, discover when most people make the most amount of money during their career – you may be shocked to hear when it is.