Hiring a financial advisor is a significant personal milestone that requires insight to help you make the best decision. It can feel overwhelming, so we are breaking the process down for you today.
You will learn how to determine if you need to hire someone and how to choose who is the best fit to hire. For example, would a money coach be the best option, or do you need a financial advisor?
Today’s episode provides insight to help you take the next best step to secure your financial future.
Wealth Inside and Out® Podcast: “4 Tips For Hiring a Financial Advisor”
In this episode, you will learn:
>> (3:20) The number of Americans who need financial planning
>> (4:37) What most financial advisors discover that others often miss
>> (5:12) The first answer you need before hiring a financial advisor
>> (7:46) One thing you should know before hiring anyone
>> (9:46) How to recognize where you need support
>> (11:00) Understanding qualifications and what is important to ensure you get objective advice
>> (15:17) What is a fiduciary duty, and why is it so important?
>> (16:42) Tips for delegating your financial planning
Conclusion – “4 Tips For Hiring a Financial Advisor”
Hiring a financial advisor is a milestone for many people wanting to secure their financial future. In today’s episode, we dive into the considerations for hiring a money expert, including who would likely be the best option based on your situation.
We also review the different areas in which money coaches and financial advisors can support you. You will learn the most common ways advisors charge their fees so you can make an informed decision based on your situation.
Click here to get your free financial checkup:
Disclosure
All materials and intellectual property are copyrighted by MillionaireSeries.com®.
This information is for educational purposes only. It is not intended to replace any advisor or specialist or provide investment, financial, tax, retirement, planning, or healthcare advice.
By accessing this content, you agree to hold MillionaireSeries.com® and its affiliates harmless for results achieved or not achieved.
To your financially secure life,
Annette
