Choosing a Financial Advisor (EP.2)
So let’s say you inherit some money, sell your business, or maybe just need help with your investments. Where do you go? For most, when financial decisions get tough, it’s time to find an advisor. The hard part is figuring out which advisor is right for you.Some topics we cover in today’s episode include: What Type of Advisor You Need Financial Advisor vs Salesman Advisors Backgrounds How Many Hats an Advisor May Wear Independent vs Employee AdvisorsJoin Jack & Sean today as they talk through some of the key things to look for when evaluating an advisor.