Retirement Elevated Podcast with Sean Lee

How to Find the Right Advisor

July 16, 2020

One of the most important parts of creating a financial plan involves working with the right financial advisor. How do you know you’re working with the right advisor for you? Join us as we lay out some of the criteria that needs to be high on your list.

 

Read more and get additional financial resources here: https://wp.me/paeqsR-9T 

 

Today's show schedule: 

0:45 - Are you looking for the advisor who is best?

3:39 - How do you find the right advisor?

4:45 - What phase of life are you in?

6:13 - What is important to you with an advisor?

8:03 - What kind of technology is available with your advisor?

0:45 - Are you looking for the advisor who is best?

3:39 - How do you find the right advisor?

4:45 - What phase of life are you in?

6:13 - What is important to you with an advisor?

8:03 - What kind of technology is available with your advisor?