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She said to start by searching their name to gather general information.
Dunlap saidpositive search resultsare obvious green flags.
Anything that supports the persons character, professional knowledge or background is a good sign that theyre legit.
These are red flags that should make you think twice.
If you have the feeling somethings off, take it seriously.
According to Dunlap, you want to ensure the person youre considering taking financial advice from shares your values.
She stressed the importance of engaging with people who make you feel respected, understood and valued.
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