Hiring a Financial Advisor? Honesty Counts (With Yourself, Too)
Also, what to ask yourself before meeting with one.
Investing Insights · Samantha Lamas, Danielle Labotka, Host: Ivanna Hampton
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Show Notes
In today’s episode, Morningstar Inc’s Dr. Danielle Labotka, behavioral scientist, and Sam Lamas, senior behavioral researcher, explore the emotions around asking for help with money.
How Many People in the U.S. Work with Financial Advisors?
Financial Need and Financial Advisors
Most Common Reasons for Hiring a Financial Advisor
Behavioral Coaching
What If It’s Not a Match?
What Should You Ask Yourself Before Hiring an Advisor?
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Firing Your Financial Advisor? When To Stay, When To Go
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Turning a ‘Hard No’ Into Financial Freedom
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Ivanna Hampton on Twitter: @IvannaHampton
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