Grant Rasmussen, President and CEO, UBS Bank (Canada) and Head of Wealth Management for UBS in Canada talks about what kind of person makes a great financial advisor.
Posts Tagged person
I am considering employing the services of a Financial Advisor. What exactly do they do? Are they helping you budget? Improve your credit? Invest your dollars? What can I expect, as I need to make sure I get my money’s worth!
Thanks!
What makes a person suited to a role in wealth management?