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Certified Financial Planner Joshua Barbin discusses the essential factors to consider when choosing a financial advisor. He emphasizes the importance of personal fit, transparency in fees, investment philosophy, and the advisor's qualifications. Joshua also highlights the significance of building a trusting relationship with the advisor and ensuring compliance and a clean record.
Schedule your complimentary appointment today: TheRetirementKey.com
Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement
Follow us on social media: YouTube | Instagram | Facebook | LinkedIn
See omnystudio.com/listener for privacy information.
By Abe Abich4.2
55 ratings
Certified Financial Planner Joshua Barbin discusses the essential factors to consider when choosing a financial advisor. He emphasizes the importance of personal fit, transparency in fees, investment philosophy, and the advisor's qualifications. Joshua also highlights the significance of building a trusting relationship with the advisor and ensuring compliance and a clean record.
Schedule your complimentary appointment today: TheRetirementKey.com
Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement
Follow us on social media: YouTube | Instagram | Facebook | LinkedIn
See omnystudio.com/listener for privacy information.

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