Sedona Arizona

Ep 29: How to choose the right financial advisor

Show Description

Have you ever wondered how to choose the right financial advisor?

Whether you’re looking to work with a financial advisor for the first time, or you are looking to change advisors, the looming question in your mind might be:

HOW DO I CHOOSE THE RIGHT FINANCIAL ADVISOR… FOR ME?

One thing I will admit is there’s no shortage of financial advisors in the world –

In fact, when it was suggested to me by a friend of mine that I should consider being a financial advisor, my response was “hey man, thanks – but, the last thing the world needs is another financial advisor!”

Whether someone calls themselves by that title, or they actually do the work of a REAL financial advisor… there’s plenty to choose from.

What should you be looking for in an advisor? What questions should you ask? What questions might they ask you?

If you are someone who is considering working with a financial advisor for the first time, or if you are feeling underserved and looking for a new advisor, this episode is for you. Use this as a “know before you go” resource.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit thefinancialpurpose.substack.com

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