Like any relationship, you want to choose your financial advisor carefully. Trust is important – you’re going to be sharing a lot of personal information with your advisor. And you should know they have your back when it comes to making the best financial decisions.We’re extra excited this week to welcome two experts of a different kind to the show. Travis and Derrick talk with Bill and Joanne Moffatt, clients of Travis’, about how to find and foster an excellent advisor-client relationship. 

1:45–Money Problem:Travis, new arrived to Vancouver Island, inherited a client who was deeply unsatisfied with his advisory experience. Travis only had one chance to try and make things right. 

4:00– Expert Examination:Travis, Derrick, Bill and Joanne discuss the most important aspects of creating the best advisor-client relationship:  

• What to expect a financial advisor to do for you. 
• What your financial advisor expects (and needs) from you as a client. 
• Achieving synergy in the advisor-client relationship. 
• How to know if a financial advisory is trustworthy. 
• The best qualities too look for in a financial advisor – and red flags to avoid. 
• What to do if you and your advisor have a difference opinion. 
• Can your friends be your financial expert? 
• Identifying an advisor-client relationship that’s not serving your needs. 
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23:00–Weekly Financial Fix: Travis has a simple way for you to evaluatethe success of your relationship with your financial advisor. 

If you have an undiagnosed financial concern or want to better understand a financial subject, send Travis and Derrickyour question at islandsavings.ca/wealthbeing, or at [email protected], and we will consider it for a future episode.