Episode 28
How To Interview An Advisor (EP.28)
The Long Term Investor · Peter Lazaroff
December 29, 202120m 4s
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Show Notes
This is the third and final episode in a series on hiring an advisor.
While first two episodes focused on the basic differences among financial professionals, this episode will focus on the process of hiring the right person for you.
Listen now and learn:
- The 4 steps to identifying an ideal advisor
- Questions to use when interviewing prospective advisors
- Things to consider when selecting a robo-advisor rather than a human advisor
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.