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Money Girl

397 MG 6 Tips for Finding a Financial Advisor

Money Girl

Macmillan Holdings, LLC

Entrepreneurship, Education, Investing, Business, How To

4.61.8K Ratings

🗓️ 15 April 2015

⏱️ 10 minutes

🧾️ Download transcript

Summary

Money Girl details 6 ways to choose the best financial advisor for your situation and budget. Plus, get access to an assessment tool that makes it easy to rate and compare advisors, so you know which one fits your needs. Read the transcript here: http://bit.ly/1NSDF2X.

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Transcript

Click on a timestamp to play from that location

0:00.0

Hi everyone I'm Laura Adams and you're listening to the Money Girl

0:08.3

Podcast. Thanks so much for downloading the show. It really means a lot to me to have you here. As always

0:14.7

I promise to make it worth your time by bringing you the best content, ideas, tools,

0:19.7

and resources to help you live a richer life.

0:23.0

Now if you're ready to improve your financial life,

0:26.0

working with a financial advisor or a retirement planner

0:29.6

is one of the fastest ways to do it.

0:32.0

Advisors provide a variety of services,

0:34.6

but they're commonly used to help pick investments

0:37.3

and create a very clear action plan

0:39.8

for achieving long-term goals, like saving for retirement.

0:44.2

While this sounds terrific, it can be surprisingly difficult to find a good advisor.

0:49.2

How do you know where to go or if you should trust someone's advice to begin with.

0:54.0

This topic was inspired by Aaron B.

0:57.0

who posted a really great question on the Money Girl Facebook page.

1:01.0

She said, as excited and motivated as I am to make my money work for me, I'm also very

1:06.9

cautious about trusting my financial future to just anyone.

1:11.0

Do you have any recommendations for how to find a reputable advisor?

1:15.0

Aaron, you are so right to be cautious and thanks for asking the question.

1:20.0

Today I'm going to take you through the best step-by-step process that I know to find a trustworthy

1:25.4

financial advisor.

1:26.9

I also created a free assessment tool download that gives you an easy way to compare and

...

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