Hiring a Financial Advisor? Honesty Counts (With Yourself, Too) episode artwork

EPISODE · Jul 14, 2023 · 10 MIN

Hiring a Financial Advisor? Honesty Counts (With Yourself, Too)

from Investing Insights · host Samantha Lamas, Danielle Labotka, Host: Ivanna Hampton

In today’s episode, Morningstar Inc’s Dr. Danielle Labotka, behavioral scientist, and Sam Lamas, senior behavioral researcher, explore the emotions around asking for help with money. How Many People in the U.S. Work with Financial Advisors?Financial Need and Financial AdvisorsMost Common Reasons for Hiring a Financial AdvisorBehavioral CoachingWhat If It’s Not a Match?What Should You Ask Yourself Before Hiring an Advisor? Read about topics from this episode. Firing Your Financial Advisor? When To Stay, When To GoSpot Hidden Crypto Stocks and Funds in Your PortfolioWhy Advisors Shouldn’t Worry About Losing Trust During Market VolatilityMore Investing Tools Won’t Solve All Your Problems  What to watch from Morningstar.Firing Your Financial Advisor? When To Stay, When To Go Midyear Market News: 'Unusual' Stock Rally and Today’s Sticky InflationTurning a ‘Hard No’ Into Financial Freedom  Read what our team is writing:Ivanna HamptonDanielle LabotkaSamantha Lamas  Follow us on social media.Ivanna Hampton on Twitter: @IvannaHamptonSamantha Lamas on Twitter: @SamanthaLamas4Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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