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In this month’s on-demand webinar, OJM Group Director of Wealth Advisors Bob Peelman, CFP® suggests eight questions you should ask a prospective financial advisor, or your current advisor during an annual review. Topics include the advisor’s fiduciary or suitability standard, investment philosophy, professional credentials and views on market timing.

Bob also discusses how answers to these questions can help you determine if the advisor is a good fit for your long-term wealth management goals.

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