What Does an Advisor Do and How Do You Pick One?

EPISODE · May 1, 2025 · 19 MIN

What Does an Advisor Do and How Do You Pick One?

from The Investor Coaching Show with Paul Winkler · host The Investor Coaching Show

When you work with a financial advisor, you are hiring someone to work for you and you should expect them to be qualified. Today, Paul asks: Do you know what financial advisors are supposed to be doing? And do you know how to vet an advisor to make sure they are the right fit? Listen along as Paul answers both of the questions and addresses things to be on the lookout for when you search for a good advisor.    For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call. 

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What Does an Advisor Do and How Do You Pick One?

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