facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause
Does Your Financial Advisor Have These "Must Have" Traits? Thumbnail

Does Your Financial Advisor Have These "Must Have" Traits?


On This Episode:

Trustworthy. Likeable. Problem-solving. Good listener. We should be describing your financial advisor or a potential advisor if you’re in the process of finding one. On today’s show, we’ll talk about why it’s so important for your advisor to embrace these kinds of characteristics. That’s the easy part. But we’ll also tackle the harder part and discuss some tangible ways how you can determine if an advisor has these characteristics or not.

Show Notes:

1:38 - Headline: Rand Paul Bill

6:45 - Traits A Financial Advisor Must Have

7:12 - Trait #1: Trust

8:56 - Trait #2: Likability

10:03 - Trait #3: Area Of Expertise

11:17 - Trait #4: Listening Ability

13:00 - Trait #5: Problem Solver

14:58 - Mailbag Question from Norm: "How much risk to take now that I'm in retirement?"

Charles is taking the summer off from recording his podcasts. This podcast was originally posted on 12-19-2019