Are you in need of a financial advisor but don’t know where to start looking or what you should be looking for?
In this episode, Jeremy Keil speaks with the authors of Finding Your Financial Advisor, Drew Richey, CFP®, CRPS® and Shawn Perry, CFP®, CPWA®. They discuss the topic of their book in hopes of helping you find where you can start looking and what you should look for when you want to hire a financial advisor.
Drew and Shawn discuss:
- How to take ownership of your own financial circumstances
- What minimum standards to look for when searching to hire a financial advisor
- What to ask a financial advisor during an initial interview
- How to decide on a financial advisor if you’ve found more than one good option
- And more
Related: Make Better Life Insurance Decisions with A Fee-Only Insurance Advisor with Scott Witt