Ep #5: 5 Red Flags to Watch For When Choosing a Financial Advisor

Picking the right financial advisor can make all the difference in the world when you’re trying to reach your retirement goals, but not every person is created equal. In order to find someone that fits your personality, pay attention to these five red flags.

Check out the full show notes for this episode here. 

Take a look at the full rundown below:

0:28 – Introducing the red flags and why they lead to the wrong fit with a financial advisor.

1:12 – Red Flag #1: An advisor that has a long resume.

3:08 – Red Flag #2: One size fits all approach that you might find at larger firms.

4:08 – How Chris Scalese and his team come up with a risk number and plan using that.

5:03 – Red Flag #3: An advisor that seems to always be selling you something.

6:55 – Red Flag #4: When they don’t seem to listen to you as much and end up doing most of the talking.

8:07 – Red Flag #5: When you don’t get a lot of feedback after beginning your relationship.