Your Financial Advisor Must Have These Traits

What this episode covers

Trustworthy. Likable. Problem-solving. Good listener. We should be describing your financial advisor or a potential advisor if you’re in the process of finding one. On today’s show, we’ll talk about why it’s so important for your advisor to embrace these kinds of characteristics. That’s the easy part. But we’ll also tackle the harder part and discuss some tangible ways how you can determine if an advisor has these characteristics or not. Show Notes: 1:38 - Headline: Rand Paul Bill 6:45 - Traits A Financial Advisor Must Have 7:12 - Trait #1: Trust 8:56 - Trait #2: Likability 10:03 - Trait #3: Area Of Expertise 11:17 - Trait #4: Listening Ability 13:00 - Trait #5: Problem Solver 14:58 - Mailbag Question from Norm: "How much risk to take now that I'm in retirement?"

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Frequently Asked Questions

How long is this episode of Financial Choices Matter?

This episode is 18 minutes long.

When was this Financial Choices Matter episode published?

This episode was published on December 19, 2019.

What is this episode about?

Trustworthy. Likable. Problem-solving. Good listener. We should be describing your financial advisor or a potential advisor if you’re in the process of finding one. On today’s show, we’ll talk about why it’s so important for your advisor to embrace...

Can I download this Financial Choices Matter 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.