How to Identify and Retain Great Local Advisors in Portugal

John McNertney, CFP® GFP (USA)
September 26, 2023

Some of the relevant issues that were addressed include:

  • The Significance of Local Advisors
  • The Power of Networking
  • Leveraging Facebook Groups
  • Building Your Online Presence
  • Leveraging Existing Professionals
  • Evaluating Compatibility
  • Identifying Local Advisors
  • Engaging Local Advisors
  • Building Trust and Relationships
  • Retaining Local Advisors
  • Communication and Feedback
  • Cultural Sensitivity
  • Legal and Compliance Considerations

We hope you enjoy!

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