Listen "Key Characteristics of a Good Financial Advisor"
Episode Synopsis
Today we’re chatting about the characteristics of financial advisors. Everyone has different personalities, but what should you look for in an advisor? How much should likeability and listening skills play into the person you choose?
How much emphasis do you place on things like trust, areas of expertise, and the ability to solve problems? You want to find someone who resonates with you and can help you build a strong financial future.
On today’s show, we’ll share:
How do you develop trust with a financial advisor? (0:54)
How much should likeability and rapport play into the relationship? (2:19)
What kind of credentials should you look for when choosing an advisor? (3:49)
For more, visit us online: https://silverman-associates.com/
How much emphasis do you place on things like trust, areas of expertise, and the ability to solve problems? You want to find someone who resonates with you and can help you build a strong financial future.
On today’s show, we’ll share:
How do you develop trust with a financial advisor? (0:54)
How much should likeability and rapport play into the relationship? (2:19)
What kind of credentials should you look for when choosing an advisor? (3:49)
For more, visit us online: https://silverman-associates.com/
More episodes of the podcast Saving With Silverman
How to Disaster-Proof Your Retirement
04/09/2025
Before You Say “I Do”… Talk About This
07/08/2025
Five People You Meet In Retirement
03/07/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.