Episode 49: Are You Working With The Right Financial Advisor?

Are you looking for an advisor and wonder what to ask? Or are you already working with a financial advisor but aren’t sure if it’s the right fit? Just what should a financial advisor be helping you with most?

On this episode: 

0:47 - What kind of service should you get with a financial advisor?

1:28 - Are there any warning signs to look for a new advisor?

2:12 - Is it possible to outgrow your advisor?

3:25 - What can go bad if you stay with the wrong advisor?

4:20 - How do you know if a potential advisor is a good fit for you?

Show notes and additional resources: https://coveryourassetskc.com/ep-49-are-you-working-with-the-right-financial-advisor/