Episode 1.35: How Do I Pick An Advisor?
If you are going to trust your financial advisor with your personal information and money, how do you pick a good one? Balancing the varying levels of experience and expertise as well as the personalities and beliefs among potential advisors can be a significant challenge, especially as you look for your first advisor. In this episode, Ben and Zach walk through some of the differences between advisors and some valuable questions you can ask to feel confident in your conversations.