Choose the Right Financial Advisor with Joe Saul-Sehy

Money Tree Investing

Money Tree Investing Podcast

Stockmarket, Valuestocks, Investing, Finance, Passiveincome, Wealth, Business, Personalfinance

4.6 • 658 Ratings

🗓️ 2 February 2018

⏱️ 50 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Most people think picking an advisor means finding someone who can pick the best investments.

Joe Saul-Sehy, one of our regular panelists, used to be a financial advisor. He can testify that being a great advisor requires the ability to help clients discover and work on their goals - not just manage their investments.

Join Linda, Doug, Miranda and Joe as they discuss how to identify a good financial advisor, what the difference between an advisor and a Certified Financial Planner is, and how you can be a good client.

For more information, visit the show notes at http://moneytreepodcast.com/176

Transcript

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0:00.0	Welcome to the Money Tree Investing Podcast.
0:04.0	Stock market, wealth, personal finance, value stocks, invest in your life.
0:10.0	Hey everybody, welcome to another episode.
0:12.0	I'm Joe Sal C-Hi from Stacking Benjamin's and man, are we going to have fun today because we have the best guest ever.
0:17.0	I'm just kidding.
0:18.0	We're we, I'm not kidding that we have a great show for you today, but you'll see
0:23.6	what I mean by that joke. Hey, but before we get to Linda P. Jones in today's show, have you ever wondered
0:28.8	if there's a way to capitalize on all that online chatter, the millions of investors on social
0:32.9	media? Well, guess what? Your weight's over because the same artificial intelligence techniques
0:37.4	used by some of the world's most sophisticated hedge funds, that's now at your fingertips and you can make their edge your edge.
0:42.8	It's called the Buzz Index. It's licensed to an exchange traded fund and trades under ticker symbol BUZ. Invest in the most talked about positions online. Head to MoneyTreepodcast.com forward slash
0:55.1	BUZ for a link to the buzz index and more information.
0:58.4	That's moneytreepodcast.com forward slash BuzZ.
1:01.3	And now the star today show, Linda P. Jones.
1:05.3	I am so excited to welcome to the podcast, Joe Salsi, hi, from stacking Benjamins.
1:10.0	How are you, Joe?
1:11.2	I'm fantastic, Linda. You and I don't get to talk enough, so.
1:14.5	I know. Well, you and I are co-host of the Money Tree Investing podcast, of course, with two of our other co-hosts.
1:21.5	And we have such a great time each week. I honestly have to say, it's one of the highlights of just hearing your voice and you make
1:28.6	me laugh every Wednesday morning when we do our show.
1:32.7	It's such a joy and a pleasure.
1:34.1	So I'm so excited to have you all to myself today.
	...

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