Jun 29, 2020
The relationship with a financial advisor is one that you need to feel comfortable with and have trust in. How do you find the right person? A lot of people can do a good job for you but we’ll explain the qualities and characteristics you absolutely need from an advisor.
Show Notes, Contact & Resources:
0:58 – Why are we talking about this topic?
1:43 – What kind of services should your advisor be providing you?
4:01 – Is it important that your advisors know many different areas of investing?
6:43 – An important law Nevada passed recently.
8:37 – Are there any signs that you might need a new advisor?
10:49 – Accumulating wealth and distributing that wealth are two different phases of planning.
14:42 – What can go wrong if you work with the wrong advisor for too long?
16:28 – What gets you to retirement isn’t going to get you through retirement.
17:20 – How can you determine if an advisor has the right philosophy and approach?