All Things Retirement

Ep 1: Must-Have Financial Advisor Traits

January 1, 2020

Trustworthy. Likeable. Problem-solving. Good listener. We should be describing your financial advisor or a potential advisor if you’re in the process of finding one. On today’s show, we’ll talk about why it’s so important for your advisor to embrace these kinds of characteristics. That’s the easy part. But we’ll also tackle the harder part and discuss some tangible ways how you can determine if an advisor has these characteristics or not.

Show Notes:

Retirement Rescue TOOLKIT: https://www.cardinalwg.com/shock/

Website: https://www.cardinalwg.com/

Email: retire@cardinalwg.com

Phone: (904) 414-2375