Choose the Right Financial Advisor with Joe Saul-Sehy
Money Tree Investing
English - February 02, 2018 06:00 - 50 minutes - 23 MB - ★★★★★ - 520 ratingsInvesting Business passiveincome finance investing personalfinance stockmarket valuestocks wealth Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: How to Find a CFP Where to Put Your Retirement Savings and How to Save for a Home We Answer Your Questions
Next Episode: Money Stories and Investing Buckets with Jason Smith
Most people think picking an advisor means finding someone who can pick the best investments.
Joe Saul-Sehy, one of our regular panelists, used to be a financial advisor. He can testify that being a great advisor requires the ability to help clients discover and work on their goals - not just manage their investments.
Join Linda, Doug, Miranda and Joe as they discuss how to identify a good financial advisor, what the difference between an advisor and a Certified Financial Planner is, and how you can be a good client.
For more information, visit the show notes at http://moneytreepodcast.com/176