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Ep 13: Investor Beware - Spotting Red Flags When Picking An Advisor
Manage episode 332222908 series 3303227
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In today’s economy and the possibility of a long-term market downturn, a lot of people are searching for a financial advisor. What differentiates an advisor who does the bare minimum versus those who will go above and beyond?
An advisor that works with every type of client probably has less time to dedicate to you. If they are only telling you good news, you may want to be wary. On today’s episode, we’ll break down some of the big red flags you need to keep a look out for when you start working with a financial professional.
Key topics on this episode:
0:30 – People are looking for advisors
2:24 – Stanley Cup Finals!
3:47 – Works with all clients
5:39 – Only good news
7:18 – Ask the right questions
8:21 – Uses a lot of jargon
10:58 – High level of certainty
13:00 – More talking than listening
Get additional information: https://theaudibleadvisor.com/
Have questions or want to get your financial plan started? Here's how to contact us:
Website: https://theaudibleadvisor.com/
Phone: (727) 754-8418
Email: svassilakos@athenianpcg.com
Watch the show on YouTube: https://bit.ly/3VmzCUx
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