Chemistry 101: How to Find the Right Financial Advisor for You episode artwork

EPISODE · Sep 21, 2026 · 36 MIN

Chemistry 101: How to Find the Right Financial Advisor for You

from Money Unwrapped

How do you know when you’ve found the right financial advisor?It’s not always about the numbers, the credentials, or the investment strategy. Sometimes, it comes down to something a little harder to quantify: chemistry.In this episode, John and Jordan sit down with a client to hear his firsthand story. We’re getting real about trust, communication, expectations, and what it actually feels like to build a long-term relationship around something as personal as your money.Because finding an advisor isn’t just about finding someone who knows finance. It’s about finding someone who’s right for you.

Episode metadata supplied by the publisher feed · Published Sep 21, 2026

Embed this episode

Ready to play

Chemistry 101: How to Find the Right Financial Advisor for You

0:00 36:49

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.

No similar episodes found.

Frequently Asked Questions

How long is this episode of Money Unwrapped?

This episode is 36 minutes long.

When was this Money Unwrapped episode published?

This episode was published on September 21, 2026.

Can I download this Money Unwrapped episode?

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