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Choose the Right Financial Advisor with Joe Saul-Sehy

Choose the Right Financial Advisor with Joe Saul-Sehy

FromMoney Tree Investing


Choose the Right Financial Advisor with Joe Saul-Sehy

FromMoney Tree Investing

ratings:
Length:
50 minutes
Released:
Feb 2, 2018
Format:
Podcast episode

Description

Most people think picking an advisor means finding someone who can pick the best investments. Joe Saul-Sehy, one of our regular panelists, used to be a financial advisor. He can testify that being a great advisor requires the ability to help clients discover and work on their goals - not just manage their investments. Join Linda, Doug, Miranda and Joe as they discuss how to identify a good financial advisor, what the difference between an advisor and a Certified Financial Planner is, and how you can be a good client. For more information, visit the show notes at http://moneytreepodcast.com/176
Released:
Feb 2, 2018
Format:
Podcast episode

Titles in the series (100)

Get new investing ideas every week! Guests and panelists on the Money Tree Podcast talk about ideas like indexing, real estate investing, financial independence, personal finance, money management, and retirement, as well as new trends in investing like cryptocurrencies, alternative investments, and commodities.