Mistakes To Avoid When Hiring A Financial Advisor (Ep. 71)

Your financial advisor is someone you need to trust. Someone who you know has your best interests front and center. Green Zone Podcast hosts Jeff Green and Lauren Smith want you to find the best advisor for you and your unique financial situation. In this episode, they share some of the biggest mistakes people tend to make when vetting financial advisors and highlight a few best practices for your own search and interview process. Together they discuss:The difference between Fee Based and Fee Only Financial AdvisorsWhat types of backgrounds to look for in a Financial Advisor such as college degrees or other certificationsWhy you may want to consider a Financial Advisor that has a certification such as CERTIFIED FINANCIAL PLANNER®How to strategically consider the underlying costs of your investments, your returns, and your fees to find the right mix for youWhy financial and retirement planning is like a Rubik’s CubeWays to ensure you are getting a holistic financial and retirement planWhy it’s strategic to choose a specific advisor as a person over a firm or brand nameAnd more!Connect With Green Financial Group:[email protected](713) 244-3030Schedule A Call With Jeff or LaurenGreen Financial GroupLinkedIn: Jeff GreenLinkedIn: Lauren Smith