Beyond DIY: How to Choose a Financial Advisor

from Connecting the Dollars by Propel Financial Advisors · host Emily Agosto - Propel Financial Advisors

In this episode, Emily & Amanda discuss several ways to evaluate financial advisors before you decide to hire them. The recent Madoff documentary on Netflix, reminded us how easy it can be for investors to be taken advantage of. We want everyone to be aware of the research tools and simple questions to ask that can help you determine the best advisor for you. www.connectingthedollars.com

Episode metadata supplied by the publisher feed · Published Apr 7, 2023

Embed this episode

Attribution link and audio player

Ready to play

Beyond DIY: How to Choose a Financial Advisor

0:00 18:05

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Connecting the Dollars by Propel Financial Advisors?

This episode is 18 minutes long.

When was this Connecting the Dollars by Propel Financial Advisors episode published?

This episode was published on April 7, 2023.

Can I download this Connecting the Dollars by Propel Financial Advisors episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!