Working with a financial advisor is an important decision that isn’t usually made on a whim. Doing your research and meeting with advisors is a key part of the process to determine who best fits your needs. All financial professionals are unique but all of the good ones will have these five qualities.
Show notes and additional resources: https://retirementplaybookpodcast.com/retirement-strategy/ep-6-your-financial-advisor-should-have-these-five-traits/1178/
0:54 – 1st characteristic: Trust. How do you decide if they’re trustworth?
1:58 – 2nd characteristic: Likeability. How do you assess that?
3:04 – 3rd characteristic: Area of Expertise. Why is this important?
4:11 – 4th characteristic: Good listener
5:34 – 5th characteristic: Problem solver
Ep 45: The Different Types of Financial Personalities
Ep 44: SECURE Act 2.0 – What to Know
Ep 43: Not Your Father’s Retirement
Ep 42: Learning Through Uncommon Sense
Ep 41: Answering Your Retirement Questions
Ep 40: Listening to the Money Doctor
Ep 39: How Long Will a Million Dollars Last?
Ep 38: What Basketball Can Teach Us About Retirement
Ep 37: State of the American Pension Plan
Ep 36: This is Why You Never Assume
Ep 35: Retirement Planning for Business Owners
Ep 34: Gamestop Stock Mania
Ep 33: Mailbag – Social Security, Life Insurance, Legacy, & the Market
Ep 32: Understanding the 3 Qualities of Money
Ep 31: End of Year Financial Checklist
Ep 30: What is Your Retirement Lifestyle?
Ep 29: Take This Retirement Preparedness Quiz
Ep 28: Best Places to Retire
Ep 27: Retirement Concerns for Baby Boomers
Ep 26: The Financial Forecast
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