How to Evaluate (and Choose) a Financial Advisor
Stay Wealthy Retirement Podcast · Taylor Schulte, CFP®
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Show Notes
With over 300,000 in the U.S., finding a financial advisor is easy.
On the other hand, properly evaluating an advisor AND choosing the right expert to help with your unique needs is a challenging task.
To help, I'm providing an actionable framework for evaluating financial advisors in this episode.
I'm also sharing 3 critical things everyone should consider before entering into a new advisory relationship.
It doesn't matter if you are looking for short-term help or a long-term relationship...if you're considering a financial advisor this year, you'll enjoy this episode.
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