Mistakes People Make When Choosing An Advisor

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.  

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.

 

Get in touch with the Peterson Financial team: https://petersonfg.com/