Ep 70: Key Characteristics of a Good Financial AdvisorPlanning
On This Episode
Today we’re chatting about the characteristics of financial advisors. Everyone has different personalities, but what should you look for in an advisor? How much should likeability and listening skills play into the person you choose?
How much emphasis do you place on things like trust, areas of expertise, and the ability to solve problems? You want to find someone who resonates with you and can help you build a strong financial future.
Listen to learn these key points:
- How do you develop trust with a financial advisor? (0:54)
- How much should likeability and rapport play into the relationship? (2:19)
- What kind of credentials should you look for when choosing an advisor? (3:49)
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