EPISODE · Feb 16, 2021 · 36 MIN
15 Things To Do Before Hiring An Advisor
from New Focus on Wealth with Chad Burton · host New Focus on Wealth
On the latest episode of New Focus on Wealth, Chad briefly discusses retirement accounts before moving on to 15 things you should do before hiring a financial advisor. If you’re shopping advisors, make sure you give this episode a listen before making another move! Email your money question to [email protected] , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT) Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.comSee omnystudio.com/listener for privacy information.
What this episode covers
New Focus on Wealth with Chad Burton, CFP®
NOW PLAYING
15 Things To Do Before Hiring An Advisor
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Jan 2, 2026 ·47m
Dec 21, 2025 ·46m