50 min
Choose the Right Financial Advisor with Joe Saul-Sehy Money Tree Investing
-
- Investing
Most people think picking an advisor means finding someone who can pick the best investments.
Joe Saul-Sehy, one of our regular panelists, used to be a financial advisor. He can testify that being a great advisor requires the ability to help clients discover and work on their goals - not just manage their investments.
Join Linda, Doug, Miranda and Joe as they discuss how to identify a good financial advisor, what the difference between an advisor and a Certified Financial Planner is, and how you can be a good client.
For more information, visit the show notes at http://moneytreepodcast.com/176
Most people think picking an advisor means finding someone who can pick the best investments.
Joe Saul-Sehy, one of our regular panelists, used to be a financial advisor. He can testify that being a great advisor requires the ability to help clients discover and work on their goals - not just manage their investments.
Join Linda, Doug, Miranda and Joe as they discuss how to identify a good financial advisor, what the difference between an advisor and a Certified Financial Planner is, and how you can be a good client.
For more information, visit the show notes at http://moneytreepodcast.com/176
50 min