Financial Advisor Green Flags

How do you know if you’ve found the right type of financial advisor? What is most important when looking for someone to work with who will create the right types of financial strategies for where you are in life?

 

Show notes and additional resources: http://petersonfg.com/financial-advisor-green-flags/ 

 

Today's rundown: 

0:47 - What do you want in a financial advisor?

1:16 - There are different types of advisors and what they do.

1:44 - When you are younger, you are in the accumulation stage.

2:34 - Then, you are looking at preservation and distribution and need an advisor to support you.

3:59 - You want to be able to trust your financial advisor.

6:13 - Sincere means “without wax” which is real.