Money Is Emotional

Hiring and Working with a Financial Advisor: Part 2 (Ep. 48)

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Are you confident your financial advisor is truly working for you? 

Welcome back to Hiring and Working with a Financial Advisor: Part 2, where Financial Dignity® Coach, Christine Luken, dives into the fiduciary standard and arms you with essential questions to ask your financial advisor that ensure you’re hiring the right advisor for your unique situation. This episode uncovers the importance of having an advisor who understands your specific financial landscape and follows a fiduciary standard. You’ll also learn red flags indicating it might be time to find a new advisor.

Christine discusses: 

  • The importance of asking good questions in the hiring process
  • How and why you need to cultivate a positive long-term relationship with your advisor
  • Red flags to watch for in a financial planner, aka when to fire yours
  • And more

    • Resources:

    • The Wealthy Woman Book Club
    • 10 Questions to Ask a Financial Advisor
    • FINRA Broker Check
    • Girls That Invest by Simran Kaur
    • MONEY Master the Game: 7 Simple Steps to Financial Freedom by Tony Robbins
    • Hiring and Working with a Financial Advisor: Part 1 (Ep. 47)

      • My NEW Book is Now Available!

      • Provider Money Pleasure Money
      • Provider Money, Pleasure Money – Amazon US
      • Provider Money, Pleasure Money – Amazon CA
      • Provider Money, Pleasure Money – Amazon UK
      • Provider Money, Pleasure Money – Amazon AU

        • Connect with Christine Luken: 

        • Christine Luken, Financial Dignity® Coach 
        • LinkedIn: 7 Pillars, LLC
        • LinkedIn: Christine Luken
        • Instagram: Christine Luken
        • Facebook: Christine Luken
        • TikTok: Christine Luken
        • YouTube: Christine Luken
        • [email protected]
        • The Wealthy Woman Book Club
        • Connect with Christine Luken for financial coaching
          • ...more
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          Money Is EmotionalBy Christine Luken