Craft Advice

Choosing a Financial Advisor (EP.2)


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So let's say you inherit some money, sell your business, or maybe just need help with your investments. Where do you go? For most, when financial decisions get tough, it's time to find an advisor. The hard part is figuring out which advisor is right for you.Some topics we cover in today's episode include: What Type of Advisor You Need Financial Advisor vs Salesman Advisors Backgrounds How Many Hats an Advisor May Wear Independent vs Employee AdvisorsJoin Jack & Sean today as they talk through some of the key things to look for when evaluating an advisor.

All discussions on this podcast are the opinions of Jack Csenge, Sean Moneypenny, and their guests and not a recommendation of Csenge Advisory Group. This podcast is meant to be informational and educational and should not be relied upon for any individual advice. Clients of Csenge Advisory Group may maintain positions in securities discussed during this podcast.

Questions? E-mail us - craftadvicepod at gmail dot com

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Craft AdviceBy Jack Csenge & Sean Moneypenny