Ep 64: Key Characteristics of a Good Financial Advisor
How Money Works
English - November 03, 2022 09:00 - 12 minutes - 11.7 MBInvesting Business News Business News cfp northcarolina retire winstonsalem finance financial financialplan greensboro maestrowealthadvisors money Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Ep 63: How to Handle a Stinky Stock Market
Next Episode: Ep 65: Social Security Myths
Today we’re chatting about the characteristics of financial advisors. Everyone has different personalities, but what should you look for in an advisor? How much should likeability and listening skills play into the person you choose?
How much emphasis do you place on things like trust, areas of expertise, and the ability to solve problems? You want to find someone who resonates with you and can help you build a strong financial future.
What we discuss in this episode:
How do you develop trust with a financial advisor? (1:18) What kind of credentials should you look for when choosing an advisor? (5:02) How much should likeability and rapport play into the relationship? (6:20)Listen to more of our conversation in the podcast or reach out to us to talk about your financial situation and goals.
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