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The surprisingly simple BEST way to evaluation a financial advisor episode artwork

EPISODE · Apr 22, 2024 · 6 MIN

The surprisingly simple BEST way to evaluation a financial advisor

from How To Find A Financial Advisor · host Sean Kernan

We all would prefer to work with people we Know, Like, and Trust. Getting the Trust phase takes time--and as you are working towards it, your experience will far smoother if you Like your advisor. Trust your gut in deciding when and how to go forward with someone.

What this episode covers

We all would prefer to work with people we Know, Like, and Trust. Getting the Trust phase takes time--and as you are working towards it, your experience will far smoother if you Like your advisor. Trust your gut in deciding when and how to go forward with someone.

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The surprisingly simple BEST way to evaluation a financial advisor

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Frequently Asked Questions

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

This episode is 6 minutes long.

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

This episode was published on April 22, 2024.

What is this episode about?

We all would prefer to work with people we Know, Like, and Trust. Getting the Trust phase takes time--and as you are working towards it, your experience will far smoother if you Like your advisor. Trust your gut in deciding when and how to go...

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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