Watch Out For These Red Flags When Working With A Financial Advisor

When you are working with an advisor, you want your relationship to be built on trust and quality expertise. But how do you know if an advisor is a bad fit? What red flags should you avoid? We’ll tell you in this episode.

Check out the full show notes here. 

Here's what you can expect in this episode:

1:22 - A long resume might sound good at first when it comes to experience, but it’s not so good if they have moved around frequently.

2:50 - Review their license and see if there are any disclosures for an advisor.

3:49 - Figure out if the advisor is limited by certain licenses or if they are more of a salesperson.

5:24 - Are they selling something to you or are they a fiduciary?

7:28 - If there is very little listening on behalf of the advisor, you might get pushed into a sales tactic.