Advisors aren't all created equal. Besides charging different fees and performing vastly different services, some just aren't very good at their job. So today we give you our top five clues that your advisor might not be right for you. By the end of the episode, you'll have a much better idea whether the team you've hired or are looking to hire is up to the task of helping you make better decisions.
Before that, we dive into a headline about investors who are too bullish. How do good advisors help you rein it in? We'll share some of the best practices one piece has to share and add in our own. Plus, we'll throw out the Have Life line to a lucky caller AND we'll also dish out some of Doug's delectable trivia.
FULL SHOW NOTES: https://www.stackingbenjamins.com/top-5-financial-advisor-red-flags-1390
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201
Enjoy!
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