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

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.

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Episode 3: Finding the Right Advisor

How do you start the search for an advisor? What are some signs they are the right fit? On today’s episode, we’ll discuss what finding the right advisor looks like.

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