Nov 12, 2020
On this episode of the Wealthy Habits podcast, Dave and Drue explain how to pick the right financial advisor. You might be surprised how little time people invest in this crucial process.
Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-21-how-to-pick-the-right-financial-advisor/
What we discuss on this show:
4:32 – How to find the right advisor
7:51 – Warning signs
10:33 – When an advisor doesn’t fit you anymore
13:50 – What could go wrong?
14:45 – What to look for when choosing an advisor