The Retirement Playbook with Dale Tondryk

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

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

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

4:11 – 4th characteristic: Good listener

5:34 – 5th characteristic: Problem solver