Do you currently invest with an advisor? Have you ever considered switching to another advisor? If you have, keep in mind you probably won’t see better returns because most advisors are investing in the same products. My next guest is a financial advisor who talks about the importance of service over returns. When you work with someone who truly understands you and your goals, you typically see much better results over the long term. In this episode, we talk about his financial practice, the services he offers, and his own personal investment strategies along with the results. Please welcome Jamie Lima.
