Investing

We’ll teach you strategies on this show that’ll help you gain financial independence and win the “game” of retirement. The show features financial advisor & coach Dale Tondryk of Tondryk Wealth Management in Minnetonka, MN and serving the Twin Cities.

The Retirement Playbook with Dale Tondryk

Home

Ep 6: Your Financial Advisor Should Have These Five Traits

March 5, 2020

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

March 5, 2020
Share | Download

Play this podcast on Podbean App

The Retirement Playbook with Dale Tondryk

Subscribe

The Retirement Playbook with Dale Tondryk

Ep 6: Your Financial Advisor Should Have These Five Traits

window.addEventListener('message',function(event){ if (event.data.event && event.data.event === 'commentHeight') { if(event.data.data && isNaN(event.data.data)){ return; } $('#comments-iframe').css('height',event.data.data); } });