How To Interview An Advisor (Rewind) (EP.81)

The start of a new year is one of the best inflection points for your finances. 

 

There are really nice tax planning, investment, and capital allocation opportunities right now. If this year you are considering seeking professional help with your finances, this top "rewind" episode from 2022 is for you. 

 

By the end of this episode, you'll understand how to structure your search for an advisor, research if they are trustworthy, and complete a structured interview with anyone you are considering hiring.

 

Listen now to learn:  

• The 4 steps to identifying an ideal advisor
• Questions to use when interviewing prospective advisors
• Things to consider when selecting a robo-advisor rather than a human advisor

 

To listen to the entire 3-part series this episode aired with, visit www.TheLongTermInvestor.com and listen to:

• EP.24: Do It Yourself or Hire an Advisor?
• EP.26: Not All Financial Advisors Are Created Equal
• EP.28: How to Interview an Advisor

 

You'll also find all the show notes, free resources, and links mentioned in this episode.