Manage episode 295212699 series 2895815
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?