Financial Choices Matter

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Your Financial Advisor Must Have These Traits

December 19, 2019

Trustworthy. Likable. 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:

1:38 - Headline: Rand Paul Bill

6:45 - Traits A Financial Advisor Must Have

7:12 - Trait #1: Trust

8:56 - Trait #2: Likability

10:03 - Trait #3: Area Of Expertise

11:17 - Trait #4: Listening Ability

13:00 - Trait #5: Problem Solver

14:58 - Mailbag Question from Norm: "How much risk to take now that I'm in retirement?"