Spotting a Subpar Advisor: Our Top 5 Clues

The Stacking Benjamins Show

Joe Saul-Sehy | Cumulus Podcast Network

Investing, Business, Self-improvement, Education

4.2 • 1.9K Ratings

🗓️ 2 August 2023

⏱️ 69 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

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0:00.0	My gosh, you boys already know. I'm not letting that Ramsey boy come over and play until you clean up your rooms.
0:12.0	Live from Joe's Mom's Basement, it's the stacking Benjamin Church.
0:18.0	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?
0:33.0	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.
0:41.0	In our headlines, speaking of advisors, what do advisors think when you want to speculate on a stock?
0:47.0	A recent industry publication dives in, and so will we. Plus, I'll share some yummy Italian history trivia.
0:55.0	Yummy? Amazing? Amazing Italian history trivia.
0:59.0	And now, two guys who are nearly as good as Bruce Sketta on a random Wednesday, it's Joe and OG.
1:10.0	I don't like the word yummy, Joe. What's Bruce Sketta?
1:15.0	That's what I was wondering. You know what it is? I'll tell you exactly what it is. It's the right way to say the word.
1:21.0	Okay, booted past. Welcome to the, yes, sure, sure. That is the right way to say that word.
1:28.0	Hey, everybody, welcome to Americanization for the win. My name is Joe. So I'll see I have Joe money on Twitter.
1:33.0	We're going to say things however that how we want and Doug, if you actually read the script that our own Lacey Langford has written for you, you would know why yummy was in there because it's
1:43.0	foreshadowing. What you're going to talk about later 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.
1:53.0	He's not even really sure himself what he said, but hey, it's going to be fantastic, fantastic headline, but you know what the most fantastic part of the show is Mr. OG is here with us.
2:03.0	That is by far.
2:06.0	Well, what's that line? It's the Surrey with the French on top. It's how cheek and ducks and geese better scurry.
2:13.0	I have no idea what you idiots are talking about. Probably something from this early 70s.
2:19.0	You know, it's exactly what we're talking about. How are you, man?
2:24.0	Fantastic till you start making fun of ducks. I don't know what that's about on top.
2:29.0	No, we said duck scurry because you're around. Actually, I think we're not making fun of ducks.
2:34.0	The chick scurry too, dude, the chick scurry pretty fast.
	...

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