Ep 7: Finding the Right Advisor


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על ידי Alan Mercurio התגלה על ידי Player FM והקהילה שלנו - זכויות היוצרים שמורות למפרסם, לא ל-Player FM, והשמע מוזרם ישירות מהשרתים שלכם. הירשמו כדי לעקוב אחר עדכונים ב-Player FM, או הדביקו את כתובת העדכונים באפליקציות פודקאסט אחרות.

What makes a financial advisor a good one? We talk through the role of an advisor, the difference between a broker and a financial planner, and how to find the right advisor for you.

Read more and get additional financial resources here: https://mercurioadvisors.com/podcast/ep7-finding-the-right-advisor/

What we discuss on this episode:

0:42 - How do you find the right advisor?

4:53 - What made you want to go from a broker to a planning advisor?

6:56 - Why might you want to look for a new advisor?

10:38 - What if you are in a new stage of life?

11:44 - What questions would you ask a potential advisor?

14:14 - What have potential clients asked?

16:37 - Shouldn’t all advisors work for the client’s best interests?

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