With over 300,000 in the U.S., finding a financial advisor is easy.
On the other hand, properly evaluating an advisor AND choosing the right expert to help with your unique needs is a challenging task.
To help, I’m providing an actionable framework for evaluating financial advisors in this episode.
I’m also sharing 3 critical things everyone should consider before entering into a new advisory relationship.
It doesn’t matter if you are looking for short-term help or a long-term relationship…if you’re considering a financial advisor this year, you’ll enjoy this episode.
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How to Listen to Today’s Episode
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Episode Resources
- Check Out the Retirement Podcast Network (RPN)
- Get Your FREE Retirement Assessment
- 5-Part Financial Advisor Series:
- Search for a Financial Advisor:
- Check the Background of a Financial Advisor:
- Questions to Ask a Financial Advisor: