You may be wondering if your advisor is the right fit for you. You may also be tempted to switch advisors based on various reasons. On this episode of Solving The Financial Puzzle, Dan details some signs of a good advisor, as well as the appropriate and inappropriate reasons for leaving one.
He also covers how to know if you would benefit from working with a financial advisor. Listen in to learn what makes a good client/advisor relationship, as well as what Dan says you should not use as a basis for your hiring decision.
Listen to the Full Episode:
What You’ll Learn In Today’s Episode:
- The type of people who should not work with a financial advisor.
- Who can benefit from working with an advisor.
- Why you shouldn’t hire a financial advisor based on logic.
- What to look for in an advisor.
- A major red flag to watch out for.
- How to know if you should change advisors.
Ideas Worth Sharing:
[bctt tweet=”You may be surprised to hear that I don’t think everyone should work with a financial advisor. – @DanCuprill” username=”DanCuprill”]
[bctt tweet=”There is an upside and a downside to every single strategy, and you need to know what those are.- @DanCuprill” username=”DanCuprill”]
[bctt tweet=”When markets are going down, and people start to see their net worth falling, they panic, and they make decisions that in the long run hurt them.- @DanCuprill” username=”DanCuprill”]
Resources In Today’s Episode:
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