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:
  • Part 1: What Are Financial Advisors and What Do They Do 
  • Part 2: The 5 Different Types of Financial Advisors
  • Part 3: What Fees Do Financial Advisors Charge
  • Part 4: Should You Work With a Fiduciary + How to Find an Advisor
  • Part 5: Answering FIVE Frequently Asked Questions
• Search for a Financial Advisor:
  • NAPFA
  • XY Planning Network
  • Fee-Only Network
  • Garrett Planning Network
  • CFP Board: Find a CFP Professional
  • FPA Planner Search
  • Wealthtender: Find a Financial Advisor
• Check the Background of a Financial Advisor:
  • FINRA BrokerCheck
  • SEC Investment Adviser Public Disclosure
• Questions to Ask a Financial Advisor:
  • The Top 7 Questions to Ask a Financial Advisor
  • Choosing a CFP® professional—Questions to Ask From FPA
  • NAPFA Consumer Resources
  • Garrett Planning Network Questionnaire

Episode Transcript

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