Ep 110: How Would A Financial Advisor Choose a Financial Advisor?
If one of my kids called me tomorrow and said, ‘Dad, I need a financial advisor — but I can’t hire you,’ who would I tell them to hire?
I’ve spent my career in this business, I’ve interviewed a lot of financial advisors, and I’ve learned that some of the things people THINK make a great advisor aren’t actually the things I’d look for.
So today we’re going to answer a pretty simple question: If it were our own family, what would we look for in a financial advisor?
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