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Investor Beware: Spotting Red Flags When Picking An Advisor
Manage episode 408365743 series 3564307
Contenuto fornito da Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
Do you know what red flags, but also some good signs, to be on the lookout for when you’re searching for an advisor to work with as you prepare for retirement? On this episode, we’ll give you some red flags to be aware of, teach you how to spot them, and illustrate the difference between an advisor who does the bare minimum versus one who goes above and beyond to work in your best interests.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A Meeting: http://PathfinderChat.com
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