Mistakes to Avoid When Hiring an Advisor episode artwork

EPISODE · Nov 12, 2021 · 36 MIN

Mistakes to Avoid When Hiring an Advisor

from FPO&G: Financial Planning for Oil & Gas Professionals

In this episode we discuss the most common mistakes we see people make when hiring an advisor. We discuss why hiring an advisor who answers your questions isn't enough, the multiple advisor diversification fallacy, how to determine who the hero of the relationship is, and delineating cost from value.For more information and show notes visit: https://bwmplanning.com/episode12Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to your specific situation, please consult the appropriate qualified professional.

Episode metadata supplied by the publisher feed · Published Nov 12, 2021

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Mistakes to Avoid When Hiring an Advisor

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This episode is 36 minutes long.

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This episode was published on November 12, 2021.

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