19 min
Ep 21: Spotting Red Flags When Picking An Advisor Widow, Wisdom & Wealth with Donna Kendrick
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- Investing
With current market volatility, you may be thinking of working with an advisor if you’ve been DIYing your retirement up until this point. However, with so many options and information out there what should you look for in an advisor?
If an advisor seems to work with a lot of clients, you definitely want to make sure they have time to customize and work with you personally. Does your advisor only tell you the good things and ignore the reality of the situation? On today’s episode, we’ll explore a few red flags to consider when looking to work with a new financial professional.
Check out Donna’s new book coming out soon: https://www.widow-wisdom.com/
What we discuss today:
2:30 – Working with all clients
6:43 – Everything is going to be okay
9:16 – Too much jargon
11:51 – Too complicated
15:42 – They don’t listen enough
Get additional financial information: https://sephtonfinancial.com/podcasts/
With current market volatility, you may be thinking of working with an advisor if you’ve been DIYing your retirement up until this point. However, with so many options and information out there what should you look for in an advisor?
If an advisor seems to work with a lot of clients, you definitely want to make sure they have time to customize and work with you personally. Does your advisor only tell you the good things and ignore the reality of the situation? On today’s episode, we’ll explore a few red flags to consider when looking to work with a new financial professional.
Check out Donna’s new book coming out soon: https://www.widow-wisdom.com/
What we discuss today:
2:30 – Working with all clients
6:43 – Everything is going to be okay
9:16 – Too much jargon
11:51 – Too complicated
15:42 – They don’t listen enough
Get additional financial information: https://sephtonfinancial.com/podcasts/
19 min