Ep 6: Your Financial Advisor Should Have These Five Traits

Working with a financial advisor is an important decision that isn’t usually made on a whim. Doing your research and meeting with advisors is a key part of the process to determine who best fits your needs. All financial professionals are unique but all of the good ones will have these five qualities.

Show notes and additional resources: https://retirementplaybookpodcast.com/retirement-strategy/ep-6-your-financial-advisor-should-have-these-five-traits/1178/ 

Today's rundown: 

0:54 – 1^st characteristic: Trust. How do you decide if they’re trustworth?

1:58 – 2^nd characteristic: Likeability. How do you assess that?

3:04 – 3^rd characteristic: Area of Expertise. Why is this important?

4:11 – 4^th characteristic: Good listener

5:34 – 5^th characteristic: Problem solver