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

🗓️ 10 July 2021

⏱️ 76 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: https://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 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Now, your ideas don't have to wait.
0:03.2	Now, they have everything they need to come to life.
0:06.2	Dell Technologies and Intel are creating technology that loves ideas.
0:10.3	Loves expanding your business, evolving your passions.
0:13.4	We push what technology can do so great ideas can happen right now.
0:20.4	Find out how to bring your ideas to life at dell.com slash welcome to now.
0:26.5	My gosh, you boys already know I'm not letting that Ramsey boy come over and play until you clean up your rooms.
0:38.5	Live from Joe's mom's basement, it's the stacking Benjamin Church.
0:45.5	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?
0:58.5	We'll help you with some insights as Joe and OG share at their top five red flags that an advisor might not be as good as you'd expect.
1:07.5	In our headlines, speaking of advisors, what do advisors think when you want to speculate on a stock?
1:13.5	A recent industry publication dives in and so will we.
1:17.5	Plus, I'll share some yummy Italian history trivia, yummy, amazing, amazing Italian history trivia.
1:25.5	And now, two guys who are nearly as good as Bruce Sketta on a random Wednesday, it's Joe and OG.
1:38.5	I don't like the word yummy Joe.
1:40.5	What's Bruce Sketta?
1:41.5	I was wondering.
1:42.5	You know what it is?
1:43.5	I'll tell you exactly what it is.
1:44.5	It's the right way to say the word.
1:46.5	Okay.
1:47.5	Okay, Budapest.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.