In today’s economy and the possibility of a long-term market downturn, a lot of people are searching for a financial advisor. What differentiates an advisor who does the bare minimum versus those who will go above and beyond? An advisor that works with every type of client probably has less time to dedicate to you. If they are only telling you good news, you may want to be wary. On today’s episode, we’ll break down some of the big red flags you need to keep a look out for when you start working with a financial professional. Key topics on this episode:0:30 – People are looking for advisors2:24 – Stanley Cup Finals!3:47 – Works with all clients5:39 – Only good news 7:18 – Ask the right questions 8:21 – Uses a lot of jargon 10:58 – High level of certainty 13:00 – More talking than listening Get additional information: https://theaudibleadvisor.com/Have questions or want to get your financial plan started? Here's how to contact us: Website: https://theaudibleadvisor.com/ Phone: (727) 754-8418 Email: [email protected] Watch the show on YouTube: https://bit.ly/3VmzCUx

Ver todos los episodios