Think Enriched

Find the Right Financial Advisor for You & Let's Talk Soon

Listen Later

Finding a good financial advisor is important.  Finding the right one for you can be extremely beneficial.  Consider:

  • Who your friends' financial advisor is (similar life experience gives you knowledge.)
  • Find out if the advisor if fee-based (paid for the advice they give) or commission based (paid for the products they sell.)
  • Which compliance standards they follow Fiduciary Standards or Suitability Standards.
  • Follow your gut instinct if this should be the advisor that is right for you.

    • Also, let's talk!  I want to connect with you personally!

    • Wednesday, Sept 9th, 6pm, Pacific (9pm, Eastern)
    • Go to Blab.im look for Amy Robles, Money Management 

      •  

      Questions?  Let's talk:  [email protected]

      Ready to get your finances in order?

      • Subscribe via iTunes, Stitcher, or RSS
      • Leave ThinkEnriched an iTunes rating and review

        •  

        The episode "How to Find the Right Financial Advisor for You," first appeared on Think Enriched. 

        ...more
        View all episodesView all episodes
        Download on the App Store
        Think EnrichedBy Amy Robles