Are you looking for an advisor and wonder what to ask? Or are you already working with a financial advisor but aren’t sure if it’s the right fit? Just what should a financial advisor be helping you with most?
On this episode:
0:47 - What kind of service should you get with a financial advisor?
1:28 - Are there any warning signs to look for a new advisor?
2:12 - Is it possible to outgrow your advisor?
3:25 - What can go bad if you stay with the wrong advisor?
4:20 - How do you know if a potential advisor is a good fit for you?
Show notes and additional resources: https://coveryourassetskc.com/ep-49-are-you-working-with-the-right-financial-advisor/
