Ep 29: Advisor Red Flags

Money CHIC: Financial Wisdom and Advice for Women

Shari Rash, Money Expert, and Personal Finance Advice for Women द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Shari Rash, Money Expert, and Personal Finance Advice for Women या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।

2+ y ago 15:51

MP3•एपिसोड होम

Many people have been DIYing their retirement plans over the past decade and have done fairly well. But with new market volatility, a lot of people are looking for an advisor to help them through this turbulent time. What red flags do you need to be aware of? And what are some signs an advisor is the right fit?

If an advisor seems to work with all types of clients, they may not have the specialty or time to dedicate to your needs. It’s certainly something to be aware of. If they are only giving you the good news, instead of the realistic news, you may want to consider what they’re not telling you. On today’s episode, we’ll break down some red flags to be aware of when shopping around for a new advisor.

What we discuss on the show:

0:56 – Looking for red flags

2:30 – Working with all clients

5:01 – Only good news

7:11 – Too much jargon

8:37 - Can they explain it?

10:00 – Too much certainty

11:30 – All they do is talk

Get additional information: https://greenwaywealthadvisory.com/podcast/

73 एपिसोडस

#Trading #Business #Shari Rash #Retirement Planning #Podcasting Education #Self-Improvement #Money Expert #Personal Finance Advice for Women