Ep 7: Finding the Right Advisor

17/06/2021 20 min
Ep 7: Finding the Right Advisor

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Episode Synopsis

What makes a financial advisor a good one? We talk through the role of an advisor, the difference between a broker and a financial planner, and how to find the right advisor for you.   and get additional financial resources here: https://mercurioadvisors.com/podcast/ep7-finding-the-right-advisor/    What we discuss on this episode:  0:42 - How do you find the right advisor? 4:53 - What made you want to go from a broker to a planning advisor? 6:56 - Why might you want to look for a new advisor? 10:38 - What if you are in a new stage of life? 11:44 - What questions would you ask a potential advisor? 14:14 - What have potential clients asked? 16:37 - Shouldn’t all advisors work for the client’s best interests?