Spotting financial advisor red flags
from The Pete the Planner® Show Hosted by IBJ Media
Most people don’t know how to tell if their financial advisor is great—or just great at sounding confident. In this episode, Pete and Dame unpack the real red flags to watch for when you’re getting financial advice… without turning it into a witch hunt. They’ll break down the difference between a bad actor and a bad fit, decode advisor-speak (“We’ll rebalance with a tactical overlay!”), and show you how to spot when someone’s more interested in selling than solving. Plus, they’ll explain what good advice actually feels like—clear, consistent, and curious about your life. This isn’t an “advisors are evil” episode. It’s a smarter take on how to protect yourself and still believe in the power of good guidance.
Embed this episode
No transcript yet.