Spotting Problematic Personalities of Rogue Advisors

All Things Retirement

Anthony Aulffo에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Anthony Aulffo 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

2y ago 24:19

MP3•에피소드 홈

Finding a trustworthy and competent financial advisor is essential for securing your financial future. After all, they play a vital role in helping you make informed decisions about your money, investments, and long-term financial goals.

Make sure you check out our free download that was mentioned on the show, 10 Mistakes to Avoid When Hiring an Advisor: https://cardinalwg.com/resources/downloadable-materials

Here are some of the highlights you’ll want to listen for:

How much communication should you expect from your advisor?
Why we want to understand the individual and work backwards to identify the best products and investments.
There’s a time and place for an advisor to lead the conversation but listening needs to be one of their strong suits.
You shouldn’t have to pay a single dollar before you fully understand what an advisor is going to do for you.

Visit us online: https://cardinalwg.com/

Start the Cardinal Success Journey with your free assessment here: https://cardinalwg.com/free-assessment

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