How to Choose A Financial Advisor And Not Get Burned

Not all advisors are created equal and picking the wrong one can cost you far more than a few bad investments.

In this episode of Retirement Straight Talk, Paul and William break down what real financial advice should look like, how compensation models shape recommendations, and the red flags that should have you walking away.

🧠 What you’ll learn:

• When you actually need an advisor (and when you don’t)

• What good advisors really do (it’s more than returns)

• Types of advisors & how they get paid

• Key questions to ask before hiring

• 7 red flags to never ignore

• Why great advice often pays for itself

Choosing the right advisor is one of the biggest financial decisions you’ll ever make.

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Have questions after today's episode? Let us help. Book a call: https://calendly.com/westendwealth/introcall?month=2025-09

Trademarks owned by Investment Planning Counsel Inc. and licensed to its subsidiary corporations. Investment Planning Counsel is a fully integrated wealth management company. Mutual funds available through IPC Investment Corporation and IPC Securities Corporation. Securities available through IPC Securities Corporation, a member of the Canadian Investor Protection Fund. Insurance products available through Tribar Financial Inc.

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