So the short answer is, “Get help but be cautious and pay attention.”
I used to work for a big brokerage firm. I saw plenty of very bad financial advisors mixed in the with the good ones. Don’t follow anyone blindly.
I remember one smooth talking creep with too much hair gel whining about the fact that his regulatory problems were causing his book to “bleed.” His book died shortly thereafter when his license was taken away, thank goodness!
FYI – a “book” means a list of clients.
