Ep 64: Key Characteristics of a Good Financial Advisor

How Money Works

Walter Storholt and Craig Moser에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Walter Storholt and Craig Moser 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.

3y ago 12:46

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Today we’re chatting about the characteristics of financial advisors. Everyone has different personalities, but what should you look for in an advisor? How much should likeability and listening skills play into the person you choose?

How much emphasis do you place on things like trust, areas of expertise, and the ability to solve problems? You want to find someone who resonates with you and can help you build a strong financial future.

What we discuss in this episode:

How do you develop trust with a financial advisor? (1:18)
What kind of credentials should you look for when choosing an advisor? (5:02)
How much should likeability and rapport play into the relationship? (6:20)

Listen to more of our conversation in the podcast or reach out to us to talk about your financial situation and goals.

Get additional financial resources:

https://maestrowealth.com/how-money-works-podcast/

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