Equipping Points:
When you’re ready to start working with a financial advisor, how do you find the right person to help you reach your financial goals? Not every advisor is the same but most people don’t really know what to look for. This episode is all about helping you ask the right questions and avoid the mistakes that people commonly make when they choose a financial advisor.
Learn about common mistakes, such as misunderstanding fee structures, over-relying on brand names, and not asking for clarification. Discover how to ensure your financial professional aligns with your retirement goals and offers the right value for their services.
If you’re considering working with a financial professional, take the time to prepare yourself because it’s one of the most important relationships you’ll have.
Here’s some of what we discuss in this episode:
- Different financial tools are used for different goals that people have.
- Discussing fee structure with a prospective advisor.
- Avoiding putting too much trust in big name brands.
- Not being afraid to ask questions.
- Making sure that you are working with somebody who has the right specialty.
If you have any questions about what we discussed on the show or want to follow up with any financial planning questions of your own, get in touch with us and schedule a visit here.
Today’s Takeaway:
Related Episodes:
Unasked Retirement Questions You Shouldn’t Ignore
Retirement Planning Today Is Harder Than It Used To Be
Family Matters When It Comes to Finances
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