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Ep 21: Spotting Red Flags When Picking An Advisor
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Nội dung được cung cấp bởi Donna Kendrick. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Donna Kendrick hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
With current market volatility, you may be thinking of working with an advisor if you’ve been DIYing your retirement up until this point. However, with so many options and information out there what should you look for in an advisor?
If an advisor seems to work with a lot of clients, you definitely want to make sure they have time to customize and work with you personally. Does your advisor only tell you the good things and ignore the reality of the situation? On today’s episode, we’ll explore a few red flags to consider when looking to work with a new financial professional.
Check out Donna’s new book coming out soon: https://www.widow-wisdom.com/
What we discuss today:
2:30 – Working with all clients
6:43 – Everything is going to be okay
9:16 – Too much jargon
11:51 – Too complicated
15:42 – They don’t listen enough
Get additional financial information: https://sephtonfinancial.com/podcasts/
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