14 min
Ep 31: Investor Beware: Spotting Red Flags When Picking An Advisor Gen X Wealth Academy with Phil Telpner
-
- Investing
Do you know what red flags, but also some good signs, to be on the lookout for when you’re searching for an advisor to work with as you prepare for retirement? On this episode, we’ll give you some red flags to be aware of, teach you how to spot them, and illustrate the difference between an advisor who does the bare minimum versus one who goes above and beyond to work in your best interests.
Book A Call With Phil: https://bit.ly/31iOtBO
Phone: (224) 616-2016
Email: PT@BreakoutPrivateWealth.com
Do you know what red flags, but also some good signs, to be on the lookout for when you’re searching for an advisor to work with as you prepare for retirement? On this episode, we’ll give you some red flags to be aware of, teach you how to spot them, and illustrate the difference between an advisor who does the bare minimum versus one who goes above and beyond to work in your best interests.
Book A Call With Phil: https://bit.ly/31iOtBO
Phone: (224) 616-2016
Email: PT@BreakoutPrivateWealth.com
14 min