Finding the Right Financial Advisor

Episode 57 of the The Financial Answer with Nathan O’Bryant podcast, hosted by Nathan O' Bryant, titled "Finding the Right Financial Advisor" was published on July 2, 2020 and runs 15 minutes.

July 2, 2020 ·15m · The Financial Answer with Nathan O’Bryant

0:00 / 0:00

Summary

How do you know if you have the right advisor? And how do you know if it’s time to switch? Nathan talks through what to look for in an advisor and how to make a decision on the right one for you. Show Notes, Resources & Contact Info: https://thefinancialanswer.com/ Timestamps: 0:29 - Nathan is excited to celebrate the 4th of July. 3:41 - What should you be getting from a financial advisor? 6:19 - When should you change advisors? 9:19 - How can you tell if a prospective advisor will work well for you? 12:02 - Be yourself when working with your advisor.

Episode Description

How do you know if you have the right advisor? And how do you know if it’s time to switch? Nathan talks through what to look for in an advisor and how to make a decision on the right one for you.

Show Notes, Resources & Contact Info:

https://thefinancialanswer.com/

Timestamps:

0:29 - Nathan is excited to celebrate the 4th of July.

3:41 - What should you be getting from a financial advisor?

6:19 - When should you change advisors?

9:19 - How can you tell if a prospective advisor will work well for you?

12:02 - Be yourself when working with your advisor.

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