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Podcast: Think Enriched
Episode:

Find the Right Financial Advisor for You & Let's Talk Soon

Category: Kids & family
Duration: 00:10:24
Publish Date: 2015-09-04 02:00:00
Description:

Finding a good financial advisor is important.  Finding the right one for you can be extremely beneficial.  Consider:

  • Who your friends' financial advisor is (similar life experience gives you knowledge.)
  • Find out if the advisor if fee-based (paid for the advice they give) or commission based (paid for the products they sell.)
  • Which compliance standards they follow Fiduciary Standards or Suitability Standards.
  • Follow your gut instinct if this should be the advisor that is right for you.

Also, let's talk!  I want to connect with you personally!

  • Wednesday, Sept 9th, 6pm, Pacific (9pm, Eastern)
  • Go to Blab.im look for Amy Robles, Money Management 

 

Questions?  Let's talk:  amy@thinkenriched.com

Ready to get your finances in order?

  • Subscribe via iTunesStitcher, or RSS
  • Leave ThinkEnriched an iTunes rating and review

 

The episode "How to Find the Right Financial Advisor for You," first appeared on Think Enriched. 

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