How to Find an Advisor

Jill on Money with Jill Schlesinger

Audacy

Investing, Education, Business, Self-improvement

4.6 • 1.9K Ratings

🗓️ 27 November 2018

⏱️ 9 minutes

🔗️ Recording | iTunes | RSS

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Summary

How to find a solid financial advisor who will always put your needs first.

Transcript

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0:00.0	Welcome to the Better Off Bonus Call of the Week.
0:06.0	We're sponsored by Betterment, the largest independent online financial advisor.
0:11.0	If you've got a financial question, if you want to be smarter
0:14.8	about how you're managing your money, just touch base with us. Send us an email.
0:20.3	Ask Jill at better off podcast.com. Ask Jill at Better Off Podcast.com.
0:23.7	Ask Jill at Better Off Podcast.
0:26.5	That's what Francis did.
0:27.8	She is on the line calling from New England.
0:30.4	Hello Francis, welcome to the program. What can I do for you? Hello,
0:34.3	Francis.
0:31.6	Welcome to the program.
0:32.6	What can I do for you?
0:34.3	Hello, Joe.
0:35.5	Thank you for taking my call.
0:37.8	I have been, I've gone from three different financial advisors and each one has been thoroughly
0:46.2	pleasant but after either seeing how my portfolio performs or doing a little research, I've had a concern as to whether my
0:57.0	needs were being put second to the advisors financial reward from whatever is recommended.
1:05.0	I'm a single parent.
1:09.0	I'm self-employed and I have about 350,000 in between Roth step and some investments.
1:21.3	When you mean investments, you mean regular taxable accounts, right?
1:25.0	Yeah, and they're socially responsible funds.
1:29.0	Okay, got it.
	...

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