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The FASTEST and EASIEST way to confirm that your financial advisor is NOT running a scam episode artwork

EPISODE · Jun 17, 2024 · 3 MIN

The FASTEST and EASIEST way to confirm that your financial advisor is NOT running a scam

from How To Find A Financial Advisor · host Sean Kernan

Sean recounts a thread in one of his Facebook groups where a member was dealing with a case of fraud, and didn't know where some of his money was. Sean recommends asking two questions: Who holds my money? and Who prints my statements?

What this episode covers

Sean recounts a thread in one of his Facebook groups where a member was dealing with a case of fraud, and didn't know where some of his money was. Sean recommends asking two questions: Who holds my money? and Who prints my statements?

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The FASTEST and EASIEST way to confirm that your financial advisor is NOT running a scam

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Frequently Asked Questions

How long is this episode of How To Find A Financial Advisor?

This episode is 3 minutes long.

When was this How To Find A Financial Advisor episode published?

This episode was published on June 17, 2024.

What is this episode about?

Sean recounts a thread in one of his Facebook groups where a member was dealing with a case of fraud, and didn't know where some of his money was. Sean recommends asking two questions: Who holds my money? and Who prints my statements?

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

Can I download this How To Find A Financial Advisor episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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