Finding a trustworthy and competent financial advisor is essential for securing your financial future. After all, they play a vital role in helping you make informed decisions about your money, investments, and long-term financial goals.
But how can you separate the wheat from the chaff? How can you identify problematic personalities that might indicate an advisor isn't the right fit for you?
We’ll find out in today’s episode as we explore how to identify “The Ghost”, “The Jargon Juggler”, “The Conversation Hog”, and several more. And what should you do if you encounter them? Anthony will talk us through all of that and more in this show.
Make sure you check out our free download that was mentioned on the show, 10 Mistakes to Avoid When Hiring an Advisor.
Here are some of the highlights you’ll want to listen for:
- How much communication should you expect from your advisor?
- Why we want to understand the individual and work backwards to identify the best products and investments.
- There’s a time and place for an advisor to lead the conversation but listening needs to be one of their strong suits.
- You shouldn’t have to pay a single dollar before you fully understand what an advisor is going to do for you.