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PBR 131: Considerations Before Hiring a Financial Advisor

PBR 131: Considerations Before Hiring a Financial Advisor

FromLove, your Money - Wealth, Money, and Financial Advisor for Women


PBR 131: Considerations Before Hiring a Financial Advisor

FromLove, your Money - Wealth, Money, and Financial Advisor for Women

ratings:
Length:
34 minutes
Released:
Jan 17, 2019
Format:
Podcast episode

Description

EP 131 | Profit Boss® Radio Welcome to episode 131 of Profit Boss® Radio! In this week’s episode, I am providing you with tips on how to hire a financial advisor. Why now? Well, because January and the first quarter of the year is a very popular time for people to get their financial house in order and when you are most likely to hire a financial advisor. Also, now is a great time to invest because you can essentially join the market while it’s on sale. Prices are low, making it a great time to start investing. A question many of my listeners have, however, is where to actually start? Do you ask a friend, do a Google search? Attend an event? The answer is, yes! But with some parameters, of course. A financial advisor can add tremendous value to your financial life, but it’s an important partnership that does take careful consideration.  Tune in to today’s episode as I have an honest conversation about what you should look for in a potential financial advisor. I also offer up some insider tips on ways to evaluate a financial advisor before hiring one. What You’ll Find Out in this Episode: Why now may be the right time to hire a financial advisor What you need to know about the titles “financial advisor” and “wealth manager” and why can’t rely on titles alone to identify qualified financial advice Where to start to hire a financial advisor How you can make a savvy choice with whom you entrust your financial life 4 categories to evaluate before you hire a financial advisor Questions and conversations you should have with a potential financial advisor before hiring one For more details, please visit the show notes on our website here: https://www.hilaryhendershott.com/hire-financial-advisor/
Released:
Jan 17, 2019
Format:
Podcast episode

Titles in the series (100)

Tune in to hear your host Hilary Hendershott, CFP®, MBA, a fiduciary financial advisor, inspire and empower women on their financial and professional journeys. Profit Boss® Radio features both real-life listener stories and expert guest series on how to overcome financial obstacles and attain financial success. Get comfortable thinking and talking about money, and join a powerful tribe of women who are casting off self-limiting beliefs, deciding to be rich, and learning how to reach their financial potential. Hilary’s pragmatic approach to money, no-nonsense attitude, and sophisticated topics combine to create a podcast worthy of its 5-star rating. To learn more about Hilary, read, listen, or watch the show, follow the blog, or to connect directly visit www.hilaryhendershott.com. By Hilary Hendershott, CFP®, MBA, Fiduciary Financial Advisor