Episode 3: Finding the Right Advisor

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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.

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?

 

Quotable Moment: 

“I’m a big believer that clients shouldn’t be paying for things they’re not using.” – 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.

MORE WAYS TO CONTACT...

(727) 754-8418

AthenianPCG@Cambridgesecure.com