Spotting a Subpar Advisor: Our Top 5 Clues (SB1390)

The Stacking Benjamins Show

Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP

Personal Finance, Financial Planning, Education, Retirement, Investing, Cfp, Business, Money

4.4 • 2K Ratings

🗓️ 2 August 2023

⏱️ 68 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Advisors aren't all created equal. Besides charging different fees and performing vastly different services, some just aren't very good at their job. So today we give you our top five clues that your advisor might not be right for you. By the end of the episode, you'll have a much better idea whether the team you've hired or are looking to hire is up to the task of helping you make better decisions.

Before that, we dive into a headline about investors who are too bullish. How do good advisors help you rein it in? We'll share some of the best practices one piece has to share and add in our own. Plus, we'll throw out the Have Life line to a lucky caller AND we'll also dish out some of Doug's delectable trivia.

FULL SHOW NOTES: h ttps://www.stackingbenjamins.com/top-5-financial-advisor-red-flags-1390

Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201

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Transcript

Click on a timestamp to play from that location

0:00.0	My gosh, you boys already know.
0:02.8	I'm not letting that Ramsey boy come over and play until you clean up your rooms.
0:12.3	Live from Joe's mom's basement, it's the stacking Benjamin's show.
0:30.8	I'm Joe's mom's neighbor, Doug, and on today's show, how do you know if an advisor is really on your team?
0:32.9	We'll help you with some insights as Joe and O.G. share their top five red flags that an advisor
0:38.8	might not be as good as you'd expect. In our headlines, speaking of advisors, what do advisors
0:44.7	think when you want to speculate on a stock? A recent industry publication dives in, and so will
0:50.6	we. Plus, I'll share some yummy Italian history trivia.
0:55.3	Yummy?
0:56.2	Amazing.
0:56.9	Amazing Italian history trivia.
0:59.5	And now, two guys who are nearly as good as Bruce Sketa on a random Wednesday.
1:05.6	It's Joe and oh, Jha, Jha, Jha, J.
1:32.4	I don't like the word yummy, Joe. What's Bruce Skedda? That's what I was wondering. You know what it is? Oh, I'll tell you exactly what it is. It's the right way to say the word. Oh, my God. Okay, Budapest. Welcome to the... Yes. Sure, sure, sure. That is the right way to say that word. Hey everybody, americanization for the win my name's joe salsi i have joe bunny on twitter we're going to say things however the hell we want and dug if you actually read the
1:37.8	script that our own lacey langford has written for you you would know why yummy was in there
1:42.2	because it's foreshadowing of what you're going to talk about later. I said it. Yes, he has no idea what the hell's coming as usual. But I'll tell you, we're bringing it today, as Doug did mention. He's not even really sure himself what he said. But, uh, hey, it's going to be fantastic. Fantastic headline. But you know what? the most fantastic part of this show is Mr. O.G is here with us.
2:03.5	That is by far the, what's that line?
2:07.9	It's the Surrey with the fringe on top.
2:10.1	It's O.G.
2:10.8	Hicks and ducks and geese better scurry.
2:13.7	I have no idea what you idiots are talking about.
2:17.0	Probably something from this early 70s.
	...

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