Ep 13: Investor Beware – Spotting Red Flags When Picking An Advisor

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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.

 

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.

 

What We Discuss Today: 

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

 

Quotable Moment: 

“At the end of the day you want to make sure whoever you started with is the person you’re going to continue your journey with.”

– Spiros Vassilakos

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SPIROS VASSILAKOS

For more than 20 years, Spiros has helped families and individuals, corporate executives, physicians and small business owners locally and nationally, pursue their financial goals with thoughtful, tax-sensitive investment guidance. 

Spiros is focused on helping you pursue your greatest objectives with simplicity, transparency and a disciplined process to measure your progress. His guidance is tailored to support your current lifestyle, retirement income needs and legacy goals, while making you feel comfortable at every step of the way. His passion is fueled by knowing he has made a positive difference in the lives of the families and organizations he serves.

SPIROS VASSILAKOS

For more than 20 years, Spiros has helped families and individuals, corporate executives, physicians and small business owners locally and nationally, pursue their financial goals with thoughtful, tax-sensitive investment guidance. 

Spiros is focused on helping you pursue your greatest objectives with simplicity, transparency and a disciplined process to measure your progress. His guidance is tailored to support your current lifestyle, retirement income needs and legacy goals, while making you feel comfortable at every step of the way. His passion is fueled by knowing he has made a positive difference in the lives of the families and organizations he serves.

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(727) 754-8418

AthenianPCG@Cambridgesecure.com