Choosing a financial advisor can feel daunting, especially when you're not sure what to look for or what questions to ask. In today's episode, we're going to cover some of the critical mistakes people make when they're on the hunt for the perfect match. Listen in as Donna shares her personal experiences as a widow searching for a financial advisor and offers valuable insights for anyone in a similar situation!
Here are the points we discuss in today's show:
0:00 – Intro
2:31 – Personal referrals and advisor specializations
7:00 – Asking how an advisor gets paid
11:11 – Communication style and succession plans
12:52 – Is bigger always better?
15:47 – Ethics and fiduciary responsibility
Get additional financial information: https://sephtonfinancial.com/podcasts/
Check out the video version of the podcast: Sephton Financial - YouTube
