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Do You Trust Your Financial Advisor?

If you are a regular listener, you know that we usually feature a financial planning topic each week.  Recently, we talked about how important advice can be and how to choose an advisor.  Today we are going to narrow it down to trust.  Our next guest says that in order for the advisor to be able to do a good job for the client, there must be trust.

Mike Switzer interviews Noel Swain, certified financial planner with Provest Wealth Advisors in Spartanburg. Resource:  FINRA Broker Check

After almost 20 years, Mike Switzer retired from Wells Fargo Securities in 2001 as Senior Vice President/Investment Officer and Certified Portfolio Manager. In 1999, he and his wife, Maggie, purchased and operated for eight years the Baskin Robbins ice cream store on Forest Drive in Columbia. They grew the store from a bottom-tier operation in the Baskin Robbins franchise system to one in the top 5% nationwide within three years, tripling sales along the way. While operating the ice cream store, Mike and Maggie received patents for a portable ice cream sink and fold-down sneezeguard they invented and in 2002 started Magnolia Carts, an ice cream cart manufacturing company, which they sold in 2013.