5 Considerations for Choosing a Financial Advisor
In this show, we’re going to cover 5 things you need to consider when hiring a financial advisor.
We must first start by defining the role of a financial advisor. That’s likely to be different for you than it is for your neighbor, since different people want different things from their advisor. The one thing all advisors should have in common though is that they should be the voice of reason who keeps you from panicking and overreacting.
Here are 5 things to think about when choosing an advisor:
1. the different types of financial advisors
2. areas of expertise
3. the size of the firm (bigger is not always better)
4. the qualifications and experience of the advisor
5. how do you feel about the developing relationship
Listen in as we go into detail about each one.