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017 – What to Look For When Selecting a Financial Advisor

Real Personal Finance

017 – What to Look For When Selecting a Financial Advisor

In this episode: 

  1. Are they a fiduciary
  2. Are they a CFP® Pro
  3. What types of clients do they work with? 
  4. Do they understand your problems? Are they really listening?
  5. How do I pay you?  How else are you paid? 
  6. Should you go with big firm or an individual financial planner

 

LET’S CONNECT!

James

Scott

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