The LEARNING library

How To Select and Advisor

Most financial conversations happen quietly. We don’t typically bring up how much we have saved in our IRA at the summer BBQ with friends and family. Nor do we give away investing ideas that aren’t widely known. However, we do feel comfortable asking for a referral when it’s time to hire an advisor. How do you know if someone is a good fit for you? Can you trust what they know?

During today’s show, we will give you a framework of questions to ask so that your search doesn’t cause unnecessary anxiety. Part of the search is also understanding whether you need an advisor!