017 - What to Look For When Selecting a Financial Advisor

An episode of the Real Personal Finance podcast, hosted by Scott Frank and James Conole, titled "017 - What to Look For When Selecting a Financial Advisor" was published on October 16, 2019 and runs 22 minutes.

October 16, 2019 ·22m · Real Personal Finance

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Summary

In this episode: Are they a fiduciary Are they a CFP® Pro What types of clients do they work with? Do they understand your problems? Are they really listening? How do I pay you? How else are you paid? Should you go with big firm or an individual financial planner LET'S CONNECT! James Facebook LinkedIn Website Scott Facebook Twitter Website ENJOY THE SHOW? Don’t miss an episode, subscribe via iTunes, Sticher, Spotify, or Google Play. Leave us a revie...

Episode Description

In this episode:

Are they a fiduciary
Are they a CFP® Pro
What types of clients do they work with?
Do they understand your problems? Are they really listening?
How do I pay you? How else are you paid?
Should you go with big firm or an individual financial planner

LET'S CONNECT!

James

Scott

ENJOY THE SHOW?

Don’t miss an episode, subscribe via iTunes, Sticher, Spotify, or Google Play.

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