How to Choose the Right Financial Advisor

Choosing a financial advisor can feel overwhelming. Everyone seems to “have a guy,” everyone promises results, and everyone sounds confident. So how do you actually know who to trust?In this episode of the iWealth Podcast, Brad Connors and Mega Matt break down what really matters when selecting a financial advisor—and it has far less to do with guarantees or credentials than most people think.Brad explains why the first filter should always be character and connection, not just performance claims. From understanding what a fiduciary really is, to recognizing red flags in the first meeting, this conversation walks through the questions people should be asking—but often don’t.They talk about:Why “Can you make me money?” is the wrong first questionThe importance of empathy, intuition, and what Brad calls the “smell test”How to tell if an advisor is listening to you—or just talking about themselvesWhy planning conversations matter just as much as investmentsWhen referrals help—and when you should still shop aroundThis episode reframes the advisor-client relationship as something closer to dating than hiring a vendor. You’re not just choosing someone to manage numbers—you’re choosing someone who may one day guide your family through major life events.If you’ve ever wondered how to evaluate financial advisors beyond titles, performance charts, and buzzwords, this conversation offers a grounded, real-world framework to help you choose with clarity and confidence.#iWealth #FinancialAdvisor #FinancialPlanning #WealthEducation #ChoosingAnAdvisor #MoneyDecisions