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Ep 3: Finding the Right Advisor
Manage episode 319469237 series 3303227
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How do you find the right advisor for you and your situation? There are a lot of great advisors out there but they won’t all be the perfect fit for you. An advisor should ask about your goals and understand what values you hold when creating a financial plan. What do you want your financial plan to accomplish and why?
You want to be able to have transparent conversations with your advisor. At the same time, they should be honest and open about investment fees and products they offer. Having an advisor you can trust is essential. On today’s episode, we’ll discuss the expectations you should set with your advisor, the warning signs it may be time to move on, and more.
What We Discuss Today:
1:33 – Setting expectations with your advisor
3:28 – Warning signs to be aware of
5:28 – Communicating with your advisor
6:38 – Having an advisor during a market downturn
8:18 – When an advisor no longer meets your needs
10:14 – How do you know it’s the right fit?
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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