Following up on the espisode What Makes A Great Financial Advisor, host Josh Nelson discusses What Makes A Not So Great Financial Advisor.  Josh gets into the details that will help you have an even better idea of how to select a financial advisor that's best suited to help and your family achieve your overall financial goals.  His 3 tips are informative, helpful and practical.  Thanks for listening to The Wiser Financial Advisor and thank you for helping spread the word about the podcast to family and friends.

Contact Josh at:
https://[email protected]

Keystone Financial Services is a top wealth management firm in Loveland, CO serving affluent families, business owners, executives and institutions. For more info click the link below.
https://www.keystonefinancial.com/about-us

Instagram: https://www.instagram.com/keystonefin/
Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651
Contact Josh Nelson: https://www.keystonefinancial.com
Contact Jeremy Busch: https//www.keystonefinancial.com
Podcast Editing: Tim Leaman/[email protected]