Finding the Right Financial Advisor – Episode 119
Summary:
Finding the right financial advisor is an extremely important step to taking control of your money. Today, our hosts best selling author Kim Butler and No BS Money Guy Todd Strobel talk about taking the right steps to finding a good financial advisor. They talk about principles and philosophy, strategy, licensing, and product. Tune in to find out how to take control of your financial future today!
If you would like the opportunity for us to answer your question on the show or to be a guest on our show, be sure to keep sending us questions and reach out to us!
Links in this Episode:
Show Notes:
0:00 Intro
0:59 Choosing a Financial Advisor
2:22 Getting Clear on their Principles and Philosophy
2:42 Checking their Licensing
4:34 The Fiduciary Standard & The Suitability Standard
6:41 Evaluating their Products
8:36 Paying for Advice
9:47 Separating Marketing from Fact
12:58 Outro
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