Sean wants you to know how to check up on your potential financial advisor — because you need to know as much as possible about the individual — using a tool called BrokerCheck.

Sean wants you to know how to check up on your potential financial advisor — because you need to know as much as possible about the individual — using a tool called BrokerCheck.

How to check a financial advisor's public disciplinary history

Finding a trustworthy financial advisor often feels daunting. Everywhere you look, from banks to online platforms, there seems to be someone offering financial advice. I'm Sean Kernan, and with over 20 years of experience in the industry, I've dedicated my career to navigating this complex landscape.&nbsp; My podcast, "How To Find A Financial Advisor," aims to demystify the process and guide you toward making informed choices. The financial industry is crowded with professionals from various backgrounds. These range from insurance agents and bankers to accountants and even family members, each offering their own perspective on your financial planning.&nbsp; Through my podcast, I help you understand who you can trust and why. It's crucial to separate the good advice from the bad, and that's where I come in. Having supervised other financial professionals for most of my career, I have seen the inner workings of the industry. This experience has given me a unique vantage point on what makes financial advice truly valuable.&nbsp; On the podcast, I draw on these insights to clear up common misconceptions about financial advisors. We delve into everything from determining if you need one at all to spotting warning signs that should make you reconsider your choices. Our discussions are straightforward and aim to cut through the noise. With every episode, you'll gain clearer insights into what a reliable financial advisor should offer. The goal is to empower you with the knowledge to choose wisely. Each episode tackles a different aspect of finding a financial advisor. We explore how to evaluate their credentials, understand their strategies, and align their services with your financial goals. This is essential for anyone looking to secure their financial future. "I love learning about the good, the bad, and the ugly of financial advice" is more than just a saying for me. It's a professional mantra that drives the content of this podcast. By sharing both positive experiences and cautionary tales, I help listeners navigate the complex world of financial planning. Listening to "How To Find A Financial Advisor" is like having a seasoned expert guide you through a maze. My aim is not just to provide answers but to equip you with the right questions to ask. This ensures you engage with financial advisors from a position of strength and knowledge. We also discuss the practical side of financial advising. This includes how to effectively communicate with your advisor and set realistic expectations. Understanding these dynamics can significantly enhance the advisor-client relationship. Join me, Sean Kernan, on this journey through the financial advisory landscape. Whether you’re establishing a new financial plan or refining an existing one, this podcast is your guide to doing it right.&nbsp; Tune in to transform your approach to choosing a financial advisor. With each episode, you'll move closer to finding someone who genuinely cares about your financial interests.

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Finding a trustworthy financial advisor often feels daunting. Everywhere you look, from banks to online platforms, there seems to be someone offering financial advice. I'm Sean Kernan, and with over 20 years of experience in the industry, I've dedicated my career to navigating this complex landscape.  My podcast, "How To Find A Financial Advisor," aims to demystify the process and guide you toward making informed choices. The financial industry is crowded with professionals from various backgrounds. These range from insurance agents and bankers to accountants and even family members, each offering their own perspective on your financial planning.  Through my podcast, I help you understand who you can trust and why. It's crucial to separate the good advice from the bad, and that's where I come in. Having supervised other financial professionals for most of my career, I have seen the inner workings of the industry. This experience has given me a unique vantage point on what makes financial advice truly valuable.  On the podcast, I draw on these insights to clear up common misconceptions about financial advisors. We delve into everything from determining if you need one at all to spotting warning signs that should make you reconsider your choices. Our discussions are straightforward and aim to cut through the noise. With every episode, you'll gain clearer insights into what a reliable financial advisor should offer. The goal is to empower you with the knowledge to choose wisely. Each episode tackles a different aspect of finding a financial advisor. We explore how to evaluate their credentials, understand their strategies, and align their services with your financial goals. This is essential for anyone looking to secure their financial future. "I love learning about the good, the bad, and the ugly of financial advice" is more than just a saying for me. It's a professional mantra that drives the content of this podcast. By sharing both positive experiences and cautionary tales, I help listeners navigate the complex world of financial planning. Listening to "How To Find A Financial Advisor" is like having a seasoned expert guide you through a maze. My aim is not just to provide answers but to equip you with the right questions to ask. This ensures you engage with financial advisors from a position of strength and knowledge. We also discuss the practical side of financial advising. This includes how to effectively communicate with your advisor and set realistic expectations. Understanding these dynamics can significantly enhance the advisor-client relationship. Join me, Sean Kernan, on this journey through the financial advisory landscape. Whether you’re establishing a new financial plan or refining an existing one, this podcast is your guide to doing it right.  Tune in to transform your approach to choosing a financial advisor. With each episode, you'll move closer to finding someone who genuinely cares about your financial interests.

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How to check a financial advisor's public disciplinary history

How to check a financial advisor's public disciplinary history